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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 | $50,931 | $142,361-64.2% | $119,608-57.4% | $134,509-62.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -19.00% | -12.46%-6.5pp | -14.98%-4.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,975 | $5,224-43.0% | $4,232-29.7% | $4,741-37.2% |
| Participant deferral / active EE | $3,719 | $6,468-42.5% | $5,601-33.6% | $6,400-41.9% |
| Admin fee / account holder | $60,713 | $13,588+346.8% | $10,326+488.0% | $11,427+431.3% |