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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 | $105,375 | $95,188+10.7% | $76,518+37.7% | $135,379-22.2% |
| Participation rate | 61.5% | 74.4%-12.9pp | 68.0%-6.5pp | 82.6%-21.1pp |
| Annual return | -8.74% | 4.85%-13.6pp | -0.27%-8.5pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,371 | $3,303-58.5% | $2,647-48.2% | $4,779-71.3% |
| Participant deferral / active EE | $5,520 | $4,640+19.0% | $3,836+43.9% | $5,609-1.6% |
| Admin fee / account holder | $667 | $6,249-89.3% | $4,849-86.2% | $10,828-93.8% |