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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 | $77,624 | $142,392-45.5% | $119,622-35.1% | $134,532-42.3% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -7.18% | -12.46%+5.3pp | -14.98%+7.8pp | 418.27%-425.4pp |
| Employer contribution / active EE | $1,071 | $5,224-79.5% | $4,232-74.7% | $4,741-77.4% |
| Participant deferral / active EE | $5,728 | $6,467-11.4% | $5,601+2.3% | $6,401-10.5% |
| Admin fee / account holder | $1,043 | $13,593-92.3% | $10,328-89.9% | $11,429-90.9% |