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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 | $113,039 | $133,981-15.6% | $112,249+0.7% | $134,532-16.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -9.84% | 47.16%-57.0pp | 27.48%-37.3pp | 418.27%-428.1pp |
| Employer contribution / active EE | $3,780 | $4,040-6.4% | $3,636+4.0% | $4,741-20.3% |
| Participant deferral / active EE | $1,836 | $5,292-65.3% | $4,729-61.2% | $6,401-71.3% |
| Admin fee / account holder | $36,153 | $7,492+382.6% | $6,412+463.8% | $11,429+216.3% |