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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 | $68,556 | $152,542-55.1% | $117,498-41.7% | $134,509-49.0% |
| Participation rate | 56.3% | 77.1%-20.9pp | 70.6%-14.4pp | 81.2%-25.0pp |
| Annual return | -16.66% | 53.02%-69.7pp | 29.75%-46.4pp | 418.13%-434.8pp |
| Employer contribution / active EE | $2,571 | $5,574-53.9% | $4,178-38.5% | $4,741-45.8% |
| Participant deferral / active EE | $6,192 | $4,819+28.5% | $4,071+52.1% | $6,400-3.3% |
| Admin fee / account holder | $7,848 | $7,006+12.0% | $5,646+39.0% | $11,427-31.3% |