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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,198 | $66,302-12.2% | $110,243-47.2% | $56,287+3.4% |
| Participation rate | 52.5% | 74.9%-22.4pp | 79.8%-27.3pp | 69.9%-17.4pp |
| Annual return | -5.19% | -1.18%-4.0pp | 314.76%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,627 | $2,047-20.5% | $3,827-57.5% | $2,111-22.9% |
| Participant deferral / active EE | $2,766 | $3,381-18.2% | $4,672-40.8% | $3,350-17.4% |
| Admin fee / account holder | $935 | $698+33.8% | $8,548-89.1% | $521+79.5% |