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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 | $67,765 | $90,467-25.1% | $93,759-27.7% | $134,532-49.6% |
| Participation rate | 55.6% | 82.0%-26.4pp | 81.0%-25.4pp | 81.2%-25.7pp |
| Annual return | -17.52% | -15.72%-1.8pp | -11.33%-6.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,311 | $4,345-69.8% | $4,324-69.7% | $4,741-72.3% |
| Participant deferral / active EE | $2,226 | $5,980-62.8% | $6,096-63.5% | $6,401-65.2% |
| Admin fee / account holder | $1,786 | $9,258-80.7% | $7,197-75.2% | $11,429-84.4% |