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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 | $60,409 | $105,866-42.9% | $90,766-33.4% | $134,545-55.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -5.45% | -10.99%+5.5pp | -12.16%+6.7pp | 418.37%-423.8pp |
| Employer contribution / active EE | $1,004 | $3,464-71.0% | $2,922-65.6% | $4,742-78.8% |
| Participant deferral / active EE | $4,438 | $5,217-14.9% | $4,565-2.8% | $6,401-30.7% |
| Admin fee / account holder | $700 | $13,938-95.0% | $8,446-91.7% | $11,431-93.9% |