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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 | $105,487 | $133,998-21.3% | $112,263-6.0% | $134,545-21.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -14.13% | 47.17%-61.3pp | 27.49%-41.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $1,325 | $4,040-67.2% | $3,636-63.6% | $4,742-72.1% |
| Participant deferral / active EE | $4,868 | $5,292-8.0% | $4,729+2.9% | $6,401-24.0% |
| Admin fee / account holder | $559 | $7,493-92.5% | $6,410-91.3% | $11,431-95.1% |