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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 | $68,896 | $54,357+26.7% | $82,706-16.7% | $68,495+0.6% |
| Participation rate | 38.5% | 63.9%-25.5pp | 72.6%-34.1pp | 67.9%-29.4pp |
| Annual return | -6.79% | -13.67%+6.9pp | 701.76%-708.6pp | -7.84%+1.1pp |
| Employer contribution / active EE | $997 | $2,218-55.0% | $3,007-66.8% | $2,596-61.6% |
| Participant deferral / active EE | $2,207 | $3,246-32.0% | $4,394-49.8% | $4,028-45.2% |
| Admin fee / account holder | $5,496 | $4,396+25.0% | $5,329+3.2% | $5,403+1.7% |