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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 | $90,448-59.3% | $93,786-60.8% | $134,545-72.6% |
| Participation rate | 60.9% | 82.0%-21.1pp | 81.0%-20.1pp | 81.2%-20.4pp |
| Annual return | -18.33% | -15.71%-2.6pp | -11.32%-7.0pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,846 | $4,349-57.6% | $4,328-57.4% | $4,742-61.1% |
| Participant deferral / active EE | $6,150 | $5,983+2.8% | $6,100+0.8% | $6,401-3.9% |
| Admin fee / account holder | $1,156 | $9,232-87.5% | $7,184-83.9% | $11,431-89.9% |