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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 | $100,574 | $142,361-29.4% | $119,608-15.9% | $134,509-25.2% |
| Participation rate | 47.4% | 82.8%-35.5pp | 79.3%-31.9pp | 81.2%-33.9pp |
| Annual return | -19.81% | -12.46%-7.4pp | -14.98%-4.8pp | 418.13%-437.9pp |
| Employer contribution / active EE | $2,029 | $5,224-61.2% | $4,232-52.1% | $4,741-57.2% |
| Participant deferral / active EE | $4,858 | $6,468-24.9% | $5,601-13.3% | $6,400-24.1% |
| Admin fee / account holder | $11,843 | $13,588-12.8% | $10,326+14.7% | $11,427+3.6% |