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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 | $82,567 | $133,981-38.4% | $112,249-26.4% | $134,532-38.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -18.17% | 47.16%-65.3pp | 27.48%-45.7pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,994 | $4,040-25.9% | $3,636-17.7% | $4,741-36.9% |
| Participant deferral / active EE | $5,153 | $5,292-2.6% | $4,729+9.0% | $6,401-19.5% |
| Admin fee / account holder | $417 | $7,492-94.4% | $6,412-93.5% | $11,429-96.3% |