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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 | $107,527 | $95,975+12.0% | $74,552+44.2% | $135,382-20.6% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -7.74% | 56.96%-64.7pp | 32.53%-40.3pp | 519.77%-527.5pp |
| Employer contribution / active EE | $1,820 | $2,716-33.0% | $1,961-7.2% | $4,779-61.9% |
| Participant deferral / active EE | $2,730 | $3,844-29.0% | $3,108-12.2% | $5,609-51.3% |
| Admin fee / account holder | $439 | $6,522-93.3% | $5,060-91.3% | $10,829-95.9% |