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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 | $84,639 | $154,193-45.1% | $130,045-34.9% | $139,466-39.3% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.5%-19.4pp | 80.3%-21.2pp |
| Annual return | 20.35% | 32.51%-12.2pp | -137.30%+157.7pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,548 | $5,292-51.8% | $4,321-41.0% | $4,754-46.4% |
| Participant deferral / active EE | $8,244 | $6,709+22.9% | $5,820+41.7% | $6,712+22.8% |
| Admin fee / account holder | $639 | $13,989-95.4% | $10,600-94.0% | $11,409-94.4% |