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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 | $64,651 | $167,362-61.4% | $143,799-55.0% | $134,532-51.9% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -17.79% | 0.47%-18.3pp | -0.04%-17.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $4,894 | $5,620-12.9% | $4,952-1.2% | $4,741+3.2% |
| Participant deferral / active EE | $3,958 | $6,447-38.6% | $5,638-29.8% | $6,401-38.2% |
| Admin fee / account holder | $610 | $18,094-96.6% | $14,677-95.8% | $11,429-94.7% |