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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 | $36,475 | $142,361-74.4% | $119,608-69.5% | $134,509-72.9% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -7.94% | -12.46%+4.5pp | -14.98%+7.0pp | 418.13%-426.1pp |
| Employer contribution / active EE | $1,980 | $5,224-62.1% | $4,232-53.2% | $4,741-58.2% |
| Participant deferral / active EE | $8,165 | $6,468+26.2% | $5,601+45.8% | $6,400+27.6% |
| Admin fee / account holder | $2,808 | $13,588-79.3% | $10,326-72.8% | $11,427-75.4% |