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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 | $109,160 | $142,392-23.3% | $119,622-8.7% | $134,532-18.9% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.3%-23.0pp | 81.2%-25.0pp |
| Annual return | -8.80% | -12.46%+3.7pp | -14.98%+6.2pp | 418.27%-427.1pp |
| Employer contribution / active EE | $3,764 | $5,224-27.9% | $4,232-11.1% | $4,741-20.6% |
| Participant deferral / active EE | $8,971 | $6,467+38.7% | $5,601+60.2% | $6,401+40.1% |
| Admin fee / account holder | $37,746 | $13,593+177.7% | $10,328+265.5% | $11,429+230.3% |