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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 | $89,108 | $133,981-33.5% | $112,249-20.6% | $134,532-33.8% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -15.45% | 47.16%-62.6pp | 27.48%-42.9pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,669 | $4,040-33.9% | $3,636-26.6% | $4,741-43.7% |
| Participant deferral / active EE | $5,554 | $5,292+4.9% | $4,729+17.4% | $6,401-13.2% |
| Admin fee / account holder | $1,724 | $7,492-77.0% | $6,412-73.1% | $11,429-84.9% |