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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 | $111,537 | $133,981-16.8% | $112,249-0.6% | $134,532-17.1% |
| Participation rate | 52.2% | 78.6%-26.4pp | 75.1%-22.9pp | 81.2%-29.1pp |
| Annual return | -8.23% | 47.16%-55.4pp | 27.48%-35.7pp | 418.27%-426.5pp |
| Employer contribution / active EE | $1,258 | $4,040-68.8% | $3,636-65.4% | $4,741-73.5% |
| Participant deferral / active EE | $2,401 | $5,292-54.6% | $4,729-49.2% | $6,401-62.5% |
| Admin fee / account holder | $754 | $7,492-89.9% | $6,412-88.2% | $11,429-93.4% |