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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 | $51,530 | $82,314-37.4% | $68,808-25.1% | $134,532-61.7% |
| Participation rate | 60.9% | 75.1%-14.2pp | 69.0%-8.1pp | 81.2%-20.4pp |
| Annual return | -17.03% | -2.18%-14.9pp | -6.37%-10.7pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,443 | $3,301-56.3% | $2,656-45.7% | $4,741-69.6% |
| Participant deferral / active EE | $4,341 | $4,740-8.4% | $3,942+10.1% | $6,401-32.2% |
| Admin fee / account holder | $5,279 | $6,484-18.6% | $4,936+7.0% | $11,429-53.8% |