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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 | $122,541 | $167,362-26.8% | $143,799-14.8% | $134,532-8.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -12.76% | 0.47%-13.2pp | -0.04%-12.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,208 | $5,620-60.7% | $4,952-55.4% | $4,741-53.4% |
| Participant deferral / active EE | $4,432 | $6,447-31.3% | $5,638-21.4% | $6,401-30.8% |
| Admin fee / account holder | $1,329 | $18,094-92.7% | $14,677-90.9% | $11,429-88.4% |