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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 | $69,253 | $147,167-52.9% | $111,392-37.8% | $135,380-48.8% |
| Participation rate | 53.8% | 84.0%-30.2pp | 78.9%-25.0pp | 82.6%-28.8pp |
| Annual return | -5.85% | -4.44%-1.4pp | -2.06%-3.8pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,253 | $5,204-56.7% | $4,328-48.0% | $4,779-52.9% |
| Participant deferral / active EE | $5,760 | $6,565-12.2% | $5,567+3.5% | $5,609+2.7% |
| Admin fee / account holder | $893 | $20,270-95.6% | $12,266-92.7% | $10,828-91.8% |