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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 | $55,981 | $142,392-60.7% | $119,622-53.2% | $134,532-58.4% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -19.60% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,912 | $5,224-63.4% | $4,232-54.8% | $4,741-59.7% |
| Participant deferral / active EE | $3,225 | $6,467-50.1% | $5,601-42.4% | $6,401-49.6% |
| Admin fee / account holder | $5,914 | $13,593-56.5% | $10,328-42.7% | $11,429-48.2% |