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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 | $56,693 | $133,981-57.7% | $112,249-49.5% | $134,532-57.9% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -16.17% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,058 | $4,040-49.1% | $3,636-43.4% | $4,741-56.6% |
| Participant deferral / active EE | $2,434 | $5,292-54.0% | $4,729-48.5% | $6,401-62.0% |
| Admin fee / account holder | $4,493 | $7,492-40.0% | $6,412-29.9% | $11,429-60.7% |