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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 | $57,492 | $92,219-37.7% | $76,768-25.1% | $135,379-57.5% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -7.64% | 5.46%-13.1pp | 2.43%-10.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $2,055 | $3,216-36.1% | $2,485-17.3% | $4,779-57.0% |
| Participant deferral / active EE | $5,543 | $4,508+23.0% | $3,852+43.9% | $5,609-1.2% |
| Admin fee / account holder | $4,246 | $10,749-60.5% | $6,675-36.4% | $10,828-60.8% |