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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 | $93,991 | $90,467+3.9% | $93,759+0.2% | $134,509-30.1% |
| Participation rate | 58.8% | 82.0%-23.2pp | 81.0%-22.1pp | 81.2%-22.4pp |
| Annual return | -18.19% | -15.72%-2.5pp | -11.33%-6.9pp | 418.13%-436.3pp |
| Employer contribution / active EE | $4,427 | $4,345+1.9% | $4,324+2.4% | $4,741-6.6% |
| Participant deferral / active EE | $3,024 | $5,980-49.4% | $6,096-50.4% | $6,400-52.7% |
| Admin fee / account holder | $2,251 | $9,258-75.7% | $7,197-68.7% | $11,427-80.3% |