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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 | $120,169 | $133,998-10.3% | $112,263+7.0% | $134,545-10.7% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -14.82% | 47.17%-62.0pp | 27.49%-42.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,192 | $4,040-70.5% | $3,636-67.2% | $4,742-74.9% |
| Participant deferral / active EE | $3,812 | $5,292-28.0% | $4,729-19.4% | $6,401-40.5% |
| Admin fee / account holder | $1,015 | $7,493-86.5% | $6,410-84.2% | $11,431-91.1% |