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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 | $52,132 | $95,895-45.6% | $79,576-34.5% | $134,509-61.2% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -16.26% | -2.72%-13.5pp | 0.15%-16.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $3,268 | $3,128+4.5% | $2,413+35.4% | $4,741-31.1% |
| Participant deferral / active EE | $8,035 | $4,693+71.2% | $3,985+101.6% | $6,400+25.5% |
| Admin fee / account holder | $301 | $9,129-96.7% | $6,834-95.6% | $11,427-97.4% |