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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 | $71,196 | $82,314-13.5% | $68,808+3.5% | $134,532-47.1% |
| Participation rate | 52.6% | 75.1%-22.4pp | 69.0%-16.4pp | 81.2%-28.6pp |
| Annual return | -15.21% | -2.18%-13.0pp | -6.37%-8.8pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,795 | $3,301-45.6% | $2,656-32.4% | $4,741-62.1% |
| Participant deferral / active EE | $1,701 | $4,740-64.1% | $3,942-56.9% | $6,401-73.4% |
| Admin fee / account holder | $2,045 | $6,484-68.5% | $4,936-58.6% | $11,429-82.1% |