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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 | $63,047 | $167,353-62.3% | $143,797-56.2% | $134,545-53.1% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -19.31% | 0.48%-19.8pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $2,141 | $5,620-61.9% | $4,952-56.8% | $4,742-54.9% |
| Participant deferral / active EE | $4,595 | $6,447-28.7% | $5,638-18.5% | $6,401-28.2% |
| Admin fee / account holder | $4,837 | $18,096-73.3% | $14,679-67.0% | $11,431-57.7% |