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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 | $48,006 | $167,362-71.3% | $143,799-66.6% | $134,532-64.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.33% | 0.47%-16.8pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $5,141 | $5,620-8.5% | $4,952+3.8% | $4,741+8.4% |
| Participant deferral / active EE | $8,133 | $6,447+26.1% | $5,638+44.2% | $6,401+27.1% |
| Admin fee / account holder | $386 | $18,094-97.9% | $14,677-97.4% | $11,429-96.6% |