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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 | $80,540 | $167,362-51.9% | $143,799-44.0% | $134,532-40.1% |
| Participation rate | 40.9% | 84.8%-43.9pp | 80.3%-39.4pp | 81.2%-40.3pp |
| Annual return | -14.39% | 0.47%-14.9pp | -0.04%-14.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $7,566 | $5,620+34.6% | $4,952+52.8% | $4,741+59.6% |
| Participant deferral / active EE | $2,748 | $6,447-57.4% | $5,638-51.3% | $6,401-57.1% |
| Admin fee / account holder | $2,250 | $18,094-87.6% | $14,677-84.7% | $11,429-80.3% |