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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 | $100,496 | $134,001-25.0% | $112,258-10.5% | $134,509-25.3% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -16.38% | 47.15%-63.5pp | 27.47%-43.9pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,576 | $4,039-61.0% | $3,636-56.7% | $4,741-66.8% |
| Participant deferral / active EE | $2,403 | $5,291-54.6% | $4,728-49.2% | $6,400-62.5% |
| Admin fee / account holder | $19,222 | $7,491+156.6% | $6,411+199.8% | $11,427+68.2% |