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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 | $98,030 | $142,392-31.2% | $119,622-18.0% | $134,532-27.1% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -15.27% | -12.46%-2.8pp | -14.98%-0.3pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,770 | $5,224-66.1% | $4,232-58.2% | $4,741-62.7% |
| Participant deferral / active EE | $4,405 | $6,467-31.9% | $5,601-21.3% | $6,401-31.2% |
| Admin fee / account holder | $3,704 | $13,593-72.7% | $10,328-64.1% | $11,429-67.6% |