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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 | $62,038 | $211,946-70.7% | $169,452-63.4% | $135,379-54.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -4.50% | 3.26%-7.8pp | 1.83%-6.3pp | 519.79%-524.3pp |
| Employer contribution / active EE | $2,958 | $5,117-42.2% | $4,157-28.8% | $4,779-38.1% |
| Participant deferral / active EE | $5,079 | $6,075-16.4% | $5,277-3.7% | $5,609-9.4% |
| Admin fee / account holder | $2,684 | $11,472-76.6% | $9,110-70.5% | $10,828-75.2% |