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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 | $72,432 | $142,409-49.1% | $119,634-39.5% | $134,545-46.2% |
| Participation rate | 52.2% | 82.8%-30.7pp | 79.3%-27.1pp | 81.2%-29.1pp |
| Annual return | -15.46% | -12.46%-3.0pp | -14.98%-0.5pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,680 | $5,224-67.8% | $4,232-60.3% | $4,742-64.6% |
| Participant deferral / active EE | $5,653 | $6,468-12.6% | $5,601+0.9% | $6,401-11.7% |
| Admin fee / account holder | $1,296 | $13,594-90.5% | $10,329-87.5% | $11,431-88.7% |