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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 | $29,772 | $82,288-63.8% | $68,794-56.7% | $134,509-77.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -6.41% | -2.19%-4.2pp | -6.37%0pp | 418.13%-424.5pp |
| Employer contribution / active EE | $950 | $3,301-71.2% | $2,656-64.2% | $4,741-80.0% |
| Participant deferral / active EE | $3,256 | $4,738-31.3% | $3,941-17.4% | $6,400-49.1% |
| Admin fee / account holder | $1,036 | $6,482-84.0% | $4,934-79.0% | $11,427-90.9% |