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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 | $45,168 | $63,953-29.4% | $54,726-17.5% | $135,379-66.6% |
| Participation rate | 42.9% | 84.9%-42.0pp | 79.1%-36.3pp | 82.6%-39.8pp |
| Annual return | -7.64% | -5.77%-1.9pp | -4.56%-3.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,400 | $4,256-20.1% | $3,449-1.4% | $4,779-28.8% |
| Participant deferral / active EE | $4,199 | $4,810-12.7% | $3,953+6.2% | $5,609-25.1% |
| Admin fee / account holder | $9,692 | $4,567+112.2% | $3,818+153.9% | $10,828-10.5% |