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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 | $54,113 | $167,352-67.7% | $143,788-62.4% | $134,509-59.8% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -9.23% | 0.47%-9.7pp | -0.03%-9.2pp | 418.13%-427.4pp |
| Employer contribution / active EE | $2,606 | $5,620-53.6% | $4,952-47.4% | $4,741-45.0% |
| Participant deferral / active EE | $5,115 | $6,447-20.7% | $5,638-9.3% | $6,400-20.1% |
| Admin fee / account holder | $1,319 | $18,091-92.7% | $14,675-91.0% | $11,427-88.5% |