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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 | $57,050 | $91,537-37.7% | $130,045-56.1% | $75,173-24.1% |
| Participation rate | 60.3% | 71.5%-11.1pp | 78.5%-18.2pp | 67.2%-6.9pp |
| Annual return | 17.66% | -631.55%+649.2pp | -137.30%+155.0pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,058 | $2,845-27.6% | $4,321-52.4% | $2,671-22.9% |
| Participant deferral / active EE | $5,701 | $4,343+31.3% | $5,820-2.0% | $4,126+38.2% |
| Admin fee / account holder | $2,504 | $6,780-63.1% | $10,600-76.4% | $5,651-55.7% |