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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 | $80,028 | $95,895-16.5% | $79,576+0.6% | $134,509-40.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -15.35% | -2.72%-12.6pp | 0.15%-15.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $1,568 | $3,128-49.9% | $2,413-35.0% | $4,741-66.9% |
| Participant deferral / active EE | $5,818 | $4,693+24.0% | $3,985+46.0% | $6,400-9.1% |
| Admin fee / account holder | $20,944 | $9,129+129.4% | $6,834+206.5% | $11,427+83.3% |