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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 | $37,038 | $167,362-77.9% | $143,799-74.2% | $134,532-72.5% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -16.69% | 0.47%-17.2pp | -0.04%-16.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,465 | $5,620-73.9% | $4,952-70.4% | $4,741-69.1% |
| Participant deferral / active EE | $5,709 | $6,447-11.5% | $5,638+1.3% | $6,401-10.8% |
| Admin fee / account holder | $1,238 | $18,094-93.2% | $14,677-91.6% | $11,429-89.2% |