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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 | $85,749 | $167,352-48.8% | $143,788-40.4% | $134,509-36.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.23% | 0.47%-17.7pp | -0.03%-17.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,377 | $5,620-75.5% | $4,952-72.2% | $4,741-71.0% |
| Participant deferral / active EE | $4,027 | $6,447-37.5% | $5,638-28.6% | $6,400-37.1% |
| Admin fee / account holder | $4,087 | $18,091-77.4% | $14,675-72.1% | $11,427-64.2% |