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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 | $61,323 | $93,098-34.1% | $77,081-20.4% | $134,509-54.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -20.73% | 62.63%-83.4pp | 42.33%-63.1pp | 418.13%-438.9pp |
| Employer contribution / active EE | $2,113 | $3,419-38.2% | $2,813-24.9% | $4,741-55.4% |
| Participant deferral / active EE | $8,189 | $5,239+56.3% | $4,428+85.0% | $6,400+28.0% |
| Admin fee / account holder | $1,915 | $6,945-72.4% | $5,427-64.7% | $11,427-83.2% |