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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 | $106,979 | $82,674+29.4% | $125,363-14.7% | $68,495+56.2% |
| Participation rate | 62.0% | 75.0%-13.0pp | 82.4%-20.4pp | 67.9%-5.9pp |
| Annual return | -14.62% | -5.97%-8.7pp | 572.15%-586.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,299 | $3,382-61.6% | $4,815-73.0% | $2,596-50.0% |
| Participant deferral / active EE | $3,353 | $6,111-45.1% | $7,447-55.0% | $4,028-16.7% |
| Admin fee / account holder | $2,057 | $6,276-67.2% | $10,005-79.4% | $5,403-61.9% |