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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 | $72,979 | $167,352-56.4% | $143,788-49.2% | $134,509-45.7% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -16.40% | 0.47%-16.9pp | -0.03%-16.4pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,003 | $5,620-64.4% | $4,952-59.6% | $4,741-57.8% |
| Participant deferral / active EE | $4,807 | $6,447-25.4% | $5,638-14.7% | $6,400-24.9% |
| Admin fee / account holder | $7,915 | $18,091-56.2% | $14,675-46.1% | $11,427-30.7% |