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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 | $102,561 | $131,835-22.2% | $108,582-5.5% | $273,972-62.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 7.66% | -91.57%+99.2pp | -51.70%+59.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,639 | $4,913+55.5% | $3,758+103.3% | $4,869+56.9% |
| Participant deferral / active EE | $5,533 | $5,127+7.9% | $4,311+28.3% | $5,287+4.6% |
| Admin fee / account holder | $33,528 | $10,253+227.0% | $7,645+338.6% | $10,133+230.9% |