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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 | $49,460 | $142,392-65.3% | $119,622-58.7% | $134,532-63.2% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -17.32% | -12.46%-4.9pp | -14.98%-2.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,701 | $5,224-67.4% | $4,232-59.8% | $4,741-64.1% |
| Participant deferral / active EE | $4,384 | $6,467-32.2% | $5,601-21.7% | $6,401-31.5% |
| Admin fee / account holder | $559 | $13,593-95.9% | $10,328-94.6% | $11,429-95.1% |