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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 | $83,581 | $142,409-41.3% | $119,634-30.1% | $134,545-37.9% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -19.27% | -12.46%-6.8pp | -14.98%-4.3pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,525 | $5,224-70.8% | $4,232-64.0% | $4,742-67.8% |
| Participant deferral / active EE | $3,608 | $6,468-44.2% | $5,601-35.6% | $6,401-43.6% |
| Admin fee / account holder | $1,014 | $13,594-92.5% | $10,329-90.2% | $11,431-91.1% |