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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 | $109,125 | $134,001-18.6% | $112,258-2.8% | $134,509-18.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.90% | 47.15%-65.1pp | 27.47%-45.4pp | 418.13%-436.0pp |
| Employer contribution / active EE | $2,427 | $4,039-39.9% | $3,636-33.2% | $4,741-48.8% |
| Participant deferral / active EE | $4,854 | $5,291-8.3% | $4,728+2.7% | $6,400-24.2% |
| Admin fee / account holder | $11,846 | $7,491+58.1% | $6,411+84.8% | $11,427+3.7% |