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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 | $71,097 | $90,448-21.4% | $93,786-24.2% | $134,545-47.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 81.0%-23.9pp | 81.2%-24.1pp |
| Annual return | -13.95% | -15.71%+1.8pp | -11.32%-2.6pp | 418.37%-432.3pp |
| Employer contribution / active EE | $3,811 | $4,349-12.4% | $4,328-11.9% | $4,742-19.6% |
| Participant deferral / active EE | $6,697 | $5,983+11.9% | $6,100+9.8% | $6,401+4.6% |
| Admin fee / account holder | $2,974 | $9,232-67.8% | $7,184-58.6% | $11,431-74.0% |