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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 | $69,396 | $95,975-27.7% | $74,549-6.9% | $135,379-48.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.65% | 56.96%-63.6pp | 32.53%-39.2pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,858 | $2,716-31.6% | $1,961-5.2% | $4,779-61.1% |
| Participant deferral / active EE | $5,046 | $3,844+31.3% | $3,108+62.4% | $5,609-10.0% |
| Admin fee / account holder | $3,802 | $6,522-41.7% | $5,059-24.8% | $10,828-64.9% |