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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 | $49,221 | $147,167-66.6% | $111,392-55.8% | $135,380-63.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 78.9%-28.9pp | 82.6%-32.6pp |
| Annual return | -7.92% | -4.44%-3.5pp | -2.06%-5.9pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,915 | $5,204-44.0% | $4,328-32.7% | $4,779-39.0% |
| Participant deferral / active EE | $4,977 | $6,565-24.2% | $5,567-10.6% | $5,609-11.3% |
| Admin fee / account holder | $3,319 | $20,270-83.6% | $12,266-72.9% | $10,828-69.3% |