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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 | $114,539 | $142,392-19.6% | $119,622-4.2% | $134,532-14.9% |
| Participation rate | 55.0% | 82.8%-27.8pp | 79.3%-24.3pp | 81.2%-26.2pp |
| Annual return | -12.42% | -12.46%0pp | -14.98%+2.6pp | 418.27%-430.7pp |
| Employer contribution / active EE | $2,164 | $5,224-58.6% | $4,232-48.9% | $4,741-54.4% |
| Participant deferral / active EE | $4,174 | $6,467-35.5% | $5,601-25.5% | $6,401-34.8% |
| Admin fee / account holder | $2,471 | $13,593-81.8% | $10,328-76.1% | $11,429-78.4% |