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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 | $60,525 | $72,404-16.4% | $110,243-45.1% | $64,173-5.7% |
| Participation rate | 67.5% | 73.3%-5.8pp | 79.8%-12.3pp | 69.6%-2.1pp |
| Annual return | -3.34% | -6.29%+2.9pp | 314.76%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,221 | $2,282-2.6% | $3,827-42.0% | $2,381-6.7% |
| Participant deferral / active EE | $4,442 | $3,469+28.0% | $4,672-4.9% | $3,470+28.0% |
| Admin fee / account holder | $11,834 | $5,664+108.9% | $8,548+38.4% | $4,887+142.1% |