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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 | $49,891 | $142,361-65.0% | $119,608-58.3% | $134,509-62.9% |
| Participation rate | 45.8% | 82.8%-37.0pp | 79.3%-33.4pp | 81.2%-35.4pp |
| Annual return | -19.50% | -12.46%-7.0pp | -14.98%-4.5pp | 418.13%-437.6pp |
| Employer contribution / active EE | $2,937 | $5,224-43.8% | $4,232-30.6% | $4,741-38.1% |
| Participant deferral / active EE | $5,125 | $6,468-20.8% | $5,601-8.5% | $6,400-19.9% |
| Admin fee / account holder | $2,280 | $13,588-83.2% | $10,326-77.9% | $11,427-80.0% |