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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 | $50,707 | $100,792-49.7% | $86,691-41.5% | $134,509-62.3% |
| Participation rate | 56.3% | 78.9%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | -19.74% | 29.08%-48.8pp | 35.94%-55.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $2,021 | $3,491-42.1% | $2,837-28.8% | $4,741-57.4% |
| Participant deferral / active EE | $6,178 | $5,339+15.7% | $4,656+32.7% | $6,400-3.5% |
| Admin fee / account holder | $458 | $10,924-95.8% | $7,492-93.9% | $11,427-96.0% |