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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 | $108,737 | $133,998-18.9% | $112,263-3.1% | $134,545-19.2% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -19.66% | 47.17%-66.8pp | 27.49%-47.2pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,915 | $4,040-52.6% | $3,636-47.3% | $4,742-59.6% |
| Participant deferral / active EE | $8,664 | $5,292+63.7% | $4,729+83.2% | $6,401+35.3% |
| Admin fee / account holder | $6,994 | $7,493-6.7% | $6,410+9.1% | $11,431-38.8% |