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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 | $72,086 | $133,981-46.2% | $112,249-35.8% | $134,532-46.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.29% | 47.16%-66.4pp | 27.48%-46.8pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,298 | $4,040-43.1% | $3,636-36.8% | $4,741-51.5% |
| Participant deferral / active EE | $7,521 | $5,292+42.1% | $4,729+59.0% | $6,401+17.5% |
| Admin fee / account holder | $7,074 | $7,492-5.6% | $6,412+10.3% | $11,429-38.1% |