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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 | $63,837 | $133,981-52.4% | $112,249-43.1% | $134,532-52.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -13.11% | 47.16%-60.3pp | 27.48%-40.6pp | 418.27%-431.4pp |
| Employer contribution / active EE | $3,251 | $4,040-19.5% | $3,636-10.6% | $4,741-31.4% |
| Participant deferral / active EE | $7,630 | $5,292+44.2% | $4,729+61.4% | $6,401+19.2% |
| Admin fee / account holder | $1,657 | $7,492-77.9% | $6,412-74.2% | $11,429-85.5% |