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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 | $64,629 | $54,355+18.9% | $82,744-21.9% | $68,486-5.6% |
| Participation rate | 65.0% | 63.9%+1.1pp | 72.6%-7.6pp | 67.9%-2.9pp |
| Annual return | -12.77% | -13.67%+0.9pp | 702.22%-715.0pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,175 | $2,219-2.0% | $3,008-27.7% | $2,597-16.2% |
| Participant deferral / active EE | $4,048 | $3,246+24.7% | $4,395-7.9% | $4,028+0.5% |
| Admin fee / account holder | $3,068 | $4,397-30.2% | $5,325-42.4% | $5,404-43.2% |