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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 | $54,377 | $82,314-33.9% | $68,808-21.0% | $134,532-59.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.11% | -2.18%-14.9pp | -6.37%-10.7pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,392 | $3,301-27.6% | $2,656-9.9% | $4,741-49.6% |
| Participant deferral / active EE | $8,717 | $4,740+83.9% | $3,942+121.1% | $6,401+36.2% |
| Admin fee / account holder | $3,188 | $6,484-50.8% | $4,936-35.4% | $11,429-72.1% |