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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 | $81,597 | $100,805-19.1% | $86,698-5.9% | $134,532-39.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.51% | 29.09%-47.6pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,550 | $3,490-26.9% | $2,837-10.1% | $4,741-46.2% |
| Participant deferral / active EE | $8,150 | $5,339+52.6% | $4,656+75.0% | $6,401+27.3% |
| Admin fee / account holder | $337 | $10,925-96.9% | $7,493-95.5% | $11,429-97.1% |