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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 | $103,520 | $167,362-38.1% | $143,799-28.0% | $134,532-23.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.19% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $3,246 | $5,620-42.2% | $4,952-34.4% | $4,741-31.5% |
| Participant deferral / active EE | $11,665 | $6,447+80.9% | $5,638+106.9% | $6,401+82.2% |
| Admin fee / account holder | $1,014 | $18,094-94.4% | $14,677-93.1% | $11,429-91.1% |