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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 | $89,609 | $167,353-46.5% | $143,797-37.7% | $134,545-33.4% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -7.85% | 0.48%-8.3pp | -0.04%-7.8pp | 418.37%-426.2pp |
| Employer contribution / active EE | $2,195 | $5,620-60.9% | $4,952-55.7% | $4,742-53.7% |
| Participant deferral / active EE | $7,181 | $6,447+11.4% | $5,638+27.4% | $6,401+12.2% |
| Admin fee / account holder | $401 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |