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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 | $48,362 | $167,362-71.1% | $143,799-66.4% | $134,532-64.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -19.07% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,370 | $5,620-75.6% | $4,952-72.3% | $4,741-71.1% |
| Participant deferral / active EE | $2,240 | $6,447-65.3% | $5,638-60.3% | $6,401-65.0% |
| Admin fee / account holder | $3,116 | $18,094-82.8% | $14,677-78.8% | $11,429-72.7% |