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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 | $75,441 | $167,362-54.9% | $143,799-47.5% | $134,532-43.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -13.24% | 0.47%-13.7pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $6,294 | $5,620+12.0% | $4,952+27.1% | $4,741+32.8% |
| Participant deferral / active EE | $5,336 | $6,447-17.2% | $5,638-5.4% | $6,401-16.6% |
| Admin fee / account holder | $1,523 | $18,094-91.6% | $14,677-89.6% | $11,429-86.7% |