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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 | $108,190 | $133,981-19.2% | $112,249-3.6% | $134,532-19.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -16.76% | 47.16%-63.9pp | 27.48%-44.2pp | 418.27%-435.0pp |
| Employer contribution / active EE | $4,759 | $4,040+17.8% | $3,636+30.9% | $4,741+0.4% |
| Participant deferral / active EE | $8,452 | $5,292+59.7% | $4,729+78.7% | $6,401+32.0% |
| Admin fee / account holder | $895 | $7,492-88.1% | $6,412-86.0% | $11,429-92.2% |