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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 | $54,634 | $54,355+0.5% | $82,744-34.0% | $68,486-20.2% |
| Participation rate | 59.7% | 63.9%-4.2pp | 72.6%-12.9pp | 67.9%-8.2pp |
| Annual return | -16.75% | -13.67%-3.1pp | 702.22%-719.0pp | -7.85%-8.9pp |
| Employer contribution / active EE | $721 | $2,219-67.5% | $3,008-76.0% | $2,597-72.2% |
| Participant deferral / active EE | $1,664 | $3,246-48.8% | $4,395-62.1% | $4,028-58.7% |
| Admin fee / account holder | $1,701 | $4,397-61.3% | $5,325-68.1% | $5,404-68.5% |