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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 | $60,243 | $175,646-65.7% | $129,118-53.3% | $134,532-55.2% |
| Participation rate | 59.1% | 81.6%-22.5pp | 77.2%-18.2pp | 81.2%-22.1pp |
| Annual return | -18.48% | -11.39%-7.1pp | -10.94%-7.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,724 | $6,355-57.1% | $5,051-46.1% | $4,741-42.5% |
| Participant deferral / active EE | $5,505 | $7,970-30.9% | $6,539-15.8% | $6,401-14.0% |
| Admin fee / account holder | $1,025 | $23,578-95.7% | $14,305-92.8% | $11,429-91.0% |