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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 | $68,933 | $82,674-16.6% | $125,381-45.0% | $68,486+0.7% |
| Participation rate | 63.6% | 75.1%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.31%-586.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,615 | $3,382-52.2% | $4,815-66.5% | $2,597-37.8% |
| Participant deferral / active EE | $3,777 | $6,111-38.2% | $7,448-49.3% | $4,028-6.2% |
| Admin fee / account holder | $658 | $6,277-89.5% | $10,007-93.4% | $5,404-87.8% |