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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 | $100,061 | $133,981-25.3% | $112,249-10.9% | $134,532-25.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -13.95% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,221 | $4,040-45.0% | $3,636-38.9% | $4,741-53.1% |
| Participant deferral / active EE | $3,408 | $5,292-35.6% | $4,729-27.9% | $6,401-46.8% |
| Admin fee / account holder | $2,065 | $7,492-72.4% | $6,412-67.8% | $11,429-81.9% |