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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 | $86,196 | $133,981-35.7% | $112,249-23.2% | $134,532-35.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.97% | 47.16%-66.1pp | 27.48%-46.5pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,078 | $4,040-48.6% | $3,636-42.8% | $4,741-56.2% |
| Participant deferral / active EE | $4,980 | $5,292-5.9% | $4,729+5.3% | $6,401-22.2% |
| Admin fee / account holder | $2,150 | $7,492-71.3% | $6,412-66.5% | $11,429-81.2% |