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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 | $109,522 | $82,314+33.1% | $68,808+59.2% | $134,532-18.6% |
| Participation rate | 58.8% | 75.1%-16.2pp | 69.0%-10.2pp | 81.2%-22.4pp |
| Annual return | -20.16% | -2.18%-18.0pp | -6.37%-13.8pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,636 | $3,301-50.5% | $2,656-38.4% | $4,741-65.5% |
| Participant deferral / active EE | $4,622 | $4,740-2.5% | $3,942+17.3% | $6,401-27.8% |
| Admin fee / account holder | $1,268 | $6,484-80.4% | $4,936-74.3% | $11,429-88.9% |