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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 | $70,564 | $95,895-26.4% | $79,576-11.3% | $134,509-47.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -14.86% | -2.72%-12.1pp | 0.15%-15.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $832 | $3,128-73.4% | $2,413-65.5% | $4,741-82.5% |
| Participant deferral / active EE | $2,339 | $4,693-50.2% | $3,985-41.3% | $6,400-63.5% |
| Admin fee / account holder | $8,235 | $9,129-9.8% | $6,834+20.5% | $11,427-27.9% |