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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 | $58,536 | $95,188-38.5% | $76,518-23.5% | $135,379-56.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -6.39% | 4.85%-11.2pp | -0.27%-6.1pp | 519.79%-526.2pp |
| Employer contribution / active EE | $216 | $3,303-93.5% | $2,647-91.8% | $4,779-95.5% |
| Participant deferral / active EE | $1,889 | $4,640-59.3% | $3,836-50.8% | $5,609-66.3% |
| Admin fee / account holder | $5,861 | $6,249-6.2% | $4,849+20.9% | $10,828-45.9% |