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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 | $31,292 | $142,361-78.0% | $119,608-73.8% | $134,509-76.7% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.3%-20.9pp | 81.2%-22.9pp |
| Annual return | -19.64% | -12.46%-7.2pp | -14.98%-4.7pp | 418.13%-437.8pp |
| Employer contribution / active EE | $2,436 | $5,224-53.4% | $4,232-42.4% | $4,741-48.6% |
| Participant deferral / active EE | $8,828 | $6,468+36.5% | $5,601+57.6% | $6,400+37.9% |
| Admin fee / account holder | $438 | $13,588-96.8% | $10,326-95.8% | $11,427-96.2% |