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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 | $57,128 | $95,188-40.0% | $76,518-25.3% | $135,380-57.8% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -1.92% | 4.85%-6.8pp | -0.27%-1.7pp | 519.81%-521.7pp |
| Employer contribution / active EE | $2,847 | $3,303-13.8% | $2,647+7.5% | $4,779-40.4% |
| Participant deferral / active EE | $1,873 | $4,640-59.6% | $3,836-51.2% | $5,609-66.6% |
| Admin fee / account holder | $2,720 | $6,249-56.5% | $4,849-43.9% | $10,828-74.9% |