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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 | $72,303 | $113,941-36.5% | $94,228-23.3% | $125,388-42.3% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -1.33% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,304 | $4,727-51.3% | $3,587-35.8% | $4,866-52.7% |
| Participant deferral / active EE | $4,077 | $5,179-21.3% | $4,320-5.6% | $5,352-23.8% |
| Admin fee / account holder | $722 | $8,392-91.4% | $6,269-88.5% | $9,541-92.4% |