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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 | $27,855 | $142,409-80.4% | $119,634-76.7% | $134,545-79.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -13.36% | -12.46%-0.9pp | -14.98%+1.6pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,178 | $5,224-58.3% | $4,232-48.5% | $4,742-54.1% |
| Participant deferral / active EE | $3,508 | $6,468-45.8% | $5,601-37.4% | $6,401-45.2% |
| Admin fee / account holder | $10,636 | $13,594-21.8% | $10,329+3.0% | $11,431-6.9% |