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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 | $74,275 | $95,915-22.6% | $79,580-6.7% | $134,532-44.8% |
| Participation rate | 31.6% | 75.0%-43.5pp | 69.5%-37.9pp | 81.2%-49.7pp |
| Annual return | -14.73% | -2.71%-12.0pp | 0.15%-14.9pp | 418.27%-433.0pp |
| Employer contribution / active EE | $883 | $3,129-71.8% | $2,413-63.4% | $4,741-81.4% |
| Participant deferral / active EE | $1,989 | $4,693-57.6% | $3,985-50.1% | $6,401-68.9% |
| Admin fee / account holder | $15,360 | $9,132+68.2% | $6,835+124.7% | $11,429+34.4% |