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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 | $56,463 | $142,361-60.3% | $119,608-52.8% | $134,509-58.0% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -14.45% | -12.46%-2.0pp | -14.98%+0.5pp | 418.13%-432.6pp |
| Employer contribution / active EE | $1,670 | $5,224-68.0% | $4,232-60.5% | $4,741-64.8% |
| Participant deferral / active EE | $2,081 | $6,468-67.8% | $5,601-62.8% | $6,400-67.5% |
| Admin fee / account holder | $9,148 | $13,588-32.7% | $10,326-11.4% | $11,427-19.9% |