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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 | $77,654 | $95,975-19.1% | $74,549+4.2% | $135,379-42.6% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -6.00% | 56.96%-63.0pp | 32.53%-38.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,060 | $2,716-61.0% | $1,961-45.9% | $4,779-77.8% |
| Participant deferral / active EE | $1,490 | $3,844-61.2% | $3,108-52.1% | $5,609-73.4% |
| Admin fee / account holder | $1,164 | $6,522-82.2% | $5,059-77.0% | $10,828-89.2% |