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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 | $108,005 | $152,542-29.2% | $117,498-8.1% | $134,509-19.7% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -14.27% | 53.02%-67.3pp | 29.75%-44.0pp | 418.13%-432.4pp |
| Employer contribution / active EE | $2,396 | $5,574-57.0% | $4,178-42.7% | $4,741-49.5% |
| Participant deferral / active EE | $8,539 | $4,819+77.2% | $4,071+109.7% | $6,400+33.4% |
| Admin fee / account holder | $225,425 | $7,006+3117.8% | $5,646+3892.6% | $11,427+1872.8% |