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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 | $58,944 | $167,352-64.8% | $143,788-59.0% | $134,509-56.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.47% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,855 | $5,620-67.0% | $4,952-62.5% | $4,741-60.9% |
| Participant deferral / active EE | $12,538 | $6,447+94.5% | $5,638+122.4% | $6,400+95.9% |
| Admin fee / account holder | $303 | $18,091-98.3% | $14,675-97.9% | $11,427-97.4% |