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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 | $64,744 | $54,357+19.1% | $82,706-21.7% | $68,495-5.5% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -13.49% | -13.67%+0.2pp | 701.76%-715.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,300 | $2,218+3.7% | $3,007-23.5% | $2,596-11.4% |
| Participant deferral / active EE | $3,975 | $3,246+22.4% | $4,394-9.5% | $4,028-1.3% |
| Admin fee / account holder | $33,343 | $4,396+658.5% | $5,329+525.8% | $5,403+517.1% |