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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 | $67,721 | $167,362-59.5% | $143,799-52.9% | $134,532-49.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -13.72% | 0.47%-14.2pp | -0.04%-13.7pp | 418.27%-432.0pp |
| Employer contribution / active EE | $11,434 | $5,620+103.4% | $4,952+130.9% | $4,741+141.2% |
| Participant deferral / active EE | $13,933 | $6,447+116.1% | $5,638+147.1% | $6,401+117.7% |
| Admin fee / account holder | $77,415 | $18,094+327.9% | $14,677+427.5% | $11,429+577.4% |