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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 | $54,833 | $167,353-67.2% | $143,797-61.9% | $134,545-59.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -19.47% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,779 | $5,620-50.5% | $4,952-43.9% | $4,742-41.4% |
| Participant deferral / active EE | $6,801 | $6,447+5.5% | $5,638+20.6% | $6,401+6.2% |
| Admin fee / account holder | $544 | $18,096-97.0% | $14,679-96.3% | $11,431-95.2% |