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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 | $49,873 | $142,409-65.0% | $119,634-58.3% | $134,545-62.9% |
| Participation rate | 68.2% | 82.8%-14.6pp | 79.3%-11.1pp | 81.2%-13.1pp |
| Annual return | -16.01% | -12.46%-3.6pp | -14.98%-1.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,197 | $5,224-57.9% | $4,232-48.1% | $4,742-53.7% |
| Participant deferral / active EE | $2,425 | $6,468-62.5% | $5,601-56.7% | $6,401-62.1% |
| Admin fee / account holder | $2,126 | $13,594-84.4% | $10,329-79.4% | $11,431-81.4% |