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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 | $59,781 | $82,674-27.7% | $125,381-52.3% | $68,486-12.7% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -15.16% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,196 | $3,382-35.1% | $4,815-54.4% | $2,597-15.4% |
| Participant deferral / active EE | $6,283 | $6,111+2.8% | $7,448-15.6% | $4,028+56.0% |
| Admin fee / account holder | $2,272 | $6,277-63.8% | $10,007-77.3% | $5,404-58.0% |