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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 | $82,216 | $100,805-18.4% | $86,698-5.2% | $134,532-38.9% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -20.06% | 29.09%-49.1pp | 35.95%-56.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,089 | $3,490-40.1% | $2,837-26.3% | $4,741-55.9% |
| Participant deferral / active EE | $7,290 | $5,339+36.5% | $4,656+56.6% | $6,401+13.9% |
| Admin fee / account holder | $5,655 | $10,925-48.2% | $7,493-24.5% | $11,429-50.5% |