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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 | $66,476 | $95,915-30.7% | $79,580-16.5% | $134,532-50.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.85% | -2.71%-14.1pp | 0.15%-17.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,571 | $3,129-17.8% | $2,413+6.5% | $4,741-45.8% |
| Participant deferral / active EE | $8,565 | $4,693+82.5% | $3,985+114.9% | $6,401+33.8% |
| Admin fee / account holder | $651 | $9,132-92.9% | $6,835-90.5% | $11,429-94.3% |