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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 | $68,177 | $44,103+54.6% | $75,826-10.1% | $64,173+6.2% |
| Participation rate | 55.7% | 62.7%-7.0pp | 68.2%-12.5pp | 69.6%-13.8pp |
| Annual return | -5.38% | -4.72%-0.7pp | 1914.15%-1919.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $366 | $1,446-74.7% | $1,913-80.9% | $2,381-84.6% |
| Participant deferral / active EE | $3,277 | $2,204+48.7% | $2,862+14.5% | $3,470-5.5% |
| Admin fee / account holder | $2,260 | $3,506-35.5% | $4,726-52.2% | $4,887-53.8% |