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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 | $36,804 | $90,519-59.3% | $93,789-60.8% | $134,493-72.6% |
| Participation rate | 60.9% | 82.0%-21.1pp | 81.0%-20.1pp | 81.2%-20.4pp |
| Annual return | -18.33% | -15.72%-2.6pp | -11.33%-7.0pp | 418.01%-436.3pp |
| Employer contribution / active EE | $1,846 | $4,343-57.5% | $4,323-57.3% | $4,740-61.1% |
| Participant deferral / active EE | $6,150 | $5,978+2.9% | $6,094+0.9% | $6,400-3.9% |
| Admin fee / account holder | $1,156 | $9,252-87.5% | $7,195-83.9% | $11,425-89.9% |