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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 | $113,224 | $167,352-32.3% | $143,788-21.3% | $134,509-15.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -17.91% | 0.47%-18.4pp | -0.03%-17.9pp | 418.13%-436.0pp |
| Employer contribution / active EE | $4,152 | $5,620-26.1% | $4,952-16.1% | $4,741-12.4% |
| Participant deferral / active EE | $6,536 | $6,447+1.4% | $5,638+15.9% | $6,400+2.1% |
| Admin fee / account holder | $937 | $18,091-94.8% | $14,675-93.6% | $11,427-91.8% |