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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 | $56,765 | $133,981-57.6% | $112,249-49.4% | $134,532-57.8% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -15.78% | 47.16%-62.9pp | 27.48%-43.3pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,576 | $4,040-61.0% | $3,636-56.7% | $4,741-66.8% |
| Participant deferral / active EE | $4,326 | $5,292-18.3% | $4,729-8.5% | $6,401-32.4% |
| Admin fee / account holder | $971 | $7,492-87.0% | $6,412-84.9% | $11,429-91.5% |