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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 | $50,018 | $92,219-45.8% | $76,766-34.8% | $135,382-63.1% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -8.63% | 5.46%-14.1pp | 2.43%-11.1pp | 519.77%-528.4pp |
| Employer contribution / active EE | $865 | $3,216-73.1% | $2,485-65.2% | $4,779-81.9% |
| Participant deferral / active EE | $2,999 | $4,508-33.5% | $3,851-22.1% | $5,609-46.5% |
| Admin fee / account holder | $522 | $10,749-95.1% | $6,675-92.2% | $10,829-95.2% |