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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 | $88,594 | $95,917-7.6% | $79,583+11.3% | $134,545-34.2% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -16.72% | -2.70%-14.0pp | 0.16%-16.9pp | 418.37%-435.1pp |
| Employer contribution / active EE | $976 | $3,129-68.8% | $2,414-59.5% | $4,742-79.4% |
| Participant deferral / active EE | $3,009 | $4,694-35.9% | $3,986-24.5% | $6,401-53.0% |
| Admin fee / account holder | $20,136 | $9,132+120.5% | $6,835+194.6% | $11,431+76.2% |