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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 | $49,091 | $167,353-70.7% | $143,797-65.9% | $134,545-63.5% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -18.99% | 0.48%-19.5pp | -0.04%-18.9pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,420 | $5,620-56.9% | $4,952-51.1% | $4,742-49.0% |
| Participant deferral / active EE | $3,871 | $6,447-40.0% | $5,638-31.3% | $6,401-39.5% |
| Admin fee / account holder | $973 | $18,096-94.6% | $14,679-93.4% | $11,431-91.5% |