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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 | $118,466 | $133,981-11.6% | $112,249+5.5% | $134,532-11.9% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.5pp |
| Annual return | -10.05% | 47.16%-57.2pp | 27.48%-37.5pp | 418.27%-428.3pp |
| Employer contribution / active EE | $936 | $4,040-76.8% | $3,636-74.3% | $4,741-80.3% |
| Participant deferral / active EE | $2,638 | $5,292-50.1% | $4,729-44.2% | $6,401-58.8% |
| Admin fee / account holder | $1,102 | $7,492-85.3% | $6,412-82.8% | $11,429-90.4% |