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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 | $29,381 | $142,361-79.4% | $119,608-75.4% | $134,509-78.2% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -13.56% | -12.46%-1.1pp | -14.98%+1.4pp | 418.13%-431.7pp |
| Employer contribution / active EE | $2,537 | $5,224-51.4% | $4,232-40.0% | $4,741-46.5% |
| Participant deferral / active EE | $4,131 | $6,468-36.1% | $5,601-26.2% | $6,400-35.5% |
| Admin fee / account holder | $467 | $13,588-96.6% | $10,326-95.5% | $11,427-95.9% |