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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 | $93,502 | $167,362-44.1% | $143,799-35.0% | $134,532-30.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.01% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $6,559 | $5,620+16.7% | $4,952+32.4% | $4,741+38.3% |
| Participant deferral / active EE | $2,611 | $6,447-59.5% | $5,638-53.7% | $6,401-59.2% |
| Admin fee / account holder | $2,449 | $18,094-86.5% | $14,677-83.3% | $11,429-78.6% |