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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 | $97,886 | $133,981-26.9% | $112,249-12.8% | $134,532-27.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.14% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,196 | $4,040-45.6% | $3,636-39.6% | $4,741-53.7% |
| Participant deferral / active EE | $4,573 | $5,292-13.6% | $4,729-3.3% | $6,401-28.6% |
| Admin fee / account holder | $2,425 | $7,492-67.6% | $6,412-62.2% | $11,429-78.8% |