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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 | $58,048 | $54,357+6.8% | $82,706-29.8% | $68,495-15.3% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | -9.24% | -13.67%+4.4pp | 701.76%-711.0pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,265 | $2,218-43.0% | $3,007-57.9% | $2,596-51.3% |
| Participant deferral / active EE | $2,585 | $3,246-20.4% | $4,394-41.2% | $4,028-35.8% |
| Admin fee / account holder | $8,652 | $4,396+96.8% | $5,329+62.4% | $5,403+60.1% |