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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 | $58,033 | $82,674-29.8% | $125,363-53.7% | $68,495-15.3% |
| Participation rate | 65.6% | 75.0%-9.4pp | 82.4%-16.8pp | 67.9%-2.3pp |
| Annual return | -10.96% | -5.97%-5.0pp | 572.15%-583.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $3,497 | $3,382+3.4% | $4,815-27.4% | $2,596+34.7% |
| Participant deferral / active EE | $8,325 | $6,111+36.2% | $7,447+11.8% | $4,028+106.7% |
| Admin fee / account holder | $1,122 | $6,276-82.1% | $10,005-88.8% | $5,403-79.2% |