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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 | $72,747 | $82,678-12.0% | $125,391-42.0% | $68,490+6.2% |
| Participation rate | 51.1% | 75.1%-24.0pp | 82.4%-31.3pp | 67.9%-16.8pp |
| Annual return | -18.81% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,429 | $3,382-57.7% | $4,816-70.3% | $2,597-45.0% |
| Participant deferral / active EE | $2,826 | $6,111-53.8% | $7,448-62.1% | $4,028-29.8% |
| Admin fee / account holder | $379 | $6,277-94.0% | $10,009-96.2% | $5,403-93.0% |