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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 | $65,047 | $167,362-61.1% | $143,799-54.8% | $134,532-51.6% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.0pp |
| Annual return | -15.78% | 0.47%-16.3pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,734 | $5,620-69.2% | $4,952-65.0% | $4,741-63.4% |
| Participant deferral / active EE | $2,509 | $6,447-61.1% | $5,638-55.5% | $6,401-60.8% |
| Admin fee / account holder | $11,867 | $18,094-34.4% | $14,677-19.1% | $11,429+3.8% |