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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 | $58,301 | $92,219-36.8% | $76,768-24.1% | $135,379-56.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.73% | 5.46%-14.2pp | 2.43%-11.2pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,263 | $3,216-60.7% | $2,485-49.2% | $4,779-73.6% |
| Participant deferral / active EE | $2,410 | $4,508-46.5% | $3,852-37.4% | $5,609-57.0% |
| Admin fee / account holder | $4,195 | $10,749-61.0% | $6,675-37.2% | $10,828-61.3% |