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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 | $117,731 | $105,866+11.2% | $90,766+29.7% | $134,545-12.5% |
| Participation rate | 42.1% | 78.3%-36.2pp | 75.7%-33.6pp | 81.2%-39.1pp |
| Annual return | -16.57% | -10.99%-5.6pp | -12.16%-4.4pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,227 | $3,464-35.7% | $2,922-23.8% | $4,742-53.0% |
| Participant deferral / active EE | $4,858 | $5,217-6.9% | $4,565+6.4% | $6,401-24.1% |
| Admin fee / account holder | $931 | $13,938-93.3% | $8,446-89.0% | $11,431-91.9% |