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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 | $95,831 | $167,353-42.7% | $143,797-33.4% | $134,545-28.8% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -19.49% | 0.48%-20.0pp | -0.04%-19.4pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,356 | $5,620-58.1% | $4,952-52.4% | $4,742-50.3% |
| Participant deferral / active EE | $4,293 | $6,447-33.4% | $5,638-23.9% | $6,401-32.9% |
| Admin fee / account holder | $4,633 | $18,096-74.4% | $14,679-68.4% | $11,431-59.5% |