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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 | $66,603 | $142,392-53.2% | $119,622-44.3% | $134,532-50.5% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -15.78% | -12.46%-3.3pp | -14.98%-0.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,616 | $5,224-69.1% | $4,232-61.8% | $4,741-65.9% |
| Participant deferral / active EE | $3,233 | $6,467-50.0% | $5,601-42.3% | $6,401-49.5% |
| Admin fee / account holder | $9,508 | $13,593-30.1% | $10,328-7.9% | $11,429-16.8% |