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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 | $57,108 | $142,392-59.9% | $119,622-52.3% | $134,532-57.6% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -19.85% | -12.46%-7.4pp | -14.98%-4.9pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,865 | $5,224-64.3% | $4,232-55.9% | $4,741-60.7% |
| Participant deferral / active EE | $4,400 | $6,467-32.0% | $5,601-21.4% | $6,401-31.3% |
| Admin fee / account holder | $2,340 | $13,593-82.8% | $10,328-77.3% | $11,429-79.5% |