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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 | $122,649 | $133,998-8.5% | $112,263+9.3% | $134,545-8.8% |
| Participation rate | 38.1% | 78.6%-40.5pp | 75.1%-37.0pp | 81.2%-43.1pp |
| Annual return | -15.83% | 47.17%-63.0pp | 27.49%-43.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,022 | $4,040-74.7% | $3,636-71.9% | $4,742-78.4% |
| Participant deferral / active EE | $3,848 | $5,292-27.3% | $4,729-18.6% | $6,401-39.9% |
| Admin fee / account holder | $823 | $7,493-89.0% | $6,410-87.2% | $11,431-92.8% |