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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 | $108,005 | $95,975+12.5% | $74,549+44.9% | $135,379-20.2% |
| Participation rate | 23.5% | 75.7%-52.1pp | 69.1%-45.6pp | 82.6%-59.1pp |
| Annual return | -6.89% | 56.96%-63.9pp | 32.53%-39.4pp | 519.79%-526.7pp |
| Employer contribution / active EE | $451 | $2,716-83.4% | $1,961-77.0% | $4,779-90.6% |
| Participant deferral / active EE | $1,865 | $3,844-51.5% | $3,108-40.0% | $5,609-66.8% |
| Admin fee / account holder | $459 | $6,522-93.0% | $5,059-90.9% | $10,828-95.8% |