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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 | $56,495 | $142,392-60.3% | $119,622-52.8% | $134,532-58.0% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -14.84% | -12.46%-2.4pp | -14.98%+0.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,296 | $5,224-56.1% | $4,232-45.8% | $4,741-51.6% |
| Participant deferral / active EE | $4,105 | $6,467-36.5% | $5,601-26.7% | $6,401-35.9% |
| Admin fee / account holder | $24,054 | $13,593+77.0% | $10,328+132.9% | $11,429+110.5% |