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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 | $98,912 | $95,915+3.1% | $79,580+24.3% | $134,532-26.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.87% | -2.71%-13.2pp | 0.15%-16.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,235 | $3,129-28.6% | $2,413-7.4% | $4,741-52.9% |
| Participant deferral / active EE | $4,815 | $4,693+2.6% | $3,985+20.8% | $6,401-24.8% |
| Admin fee / account holder | $1,429 | $9,132-84.4% | $6,835-79.1% | $11,429-87.5% |