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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 | $109,557 | $72,404+51.3% | $110,243-0.6% | $64,173+70.7% |
| Participation rate | 39.1% | 73.3%-34.2pp | 79.8%-40.7pp | 69.6%-30.4pp |
| Annual return | -4.92% | -6.29%+1.4pp | 314.76%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $801 | $2,282-64.9% | $3,827-79.1% | $2,381-66.3% |
| Participant deferral / active EE | $2,267 | $3,469-34.7% | $4,672-51.5% | $3,470-34.7% |
| Admin fee / account holder | $1,135 | $5,664-80.0% | $8,548-86.7% | $4,887-76.8% |