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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 | $54,205 | $133,981-59.5% | $112,249-51.7% | $134,532-59.7% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -17.20% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,462 | $4,040-39.1% | $3,636-32.3% | $4,741-48.1% |
| Participant deferral / active EE | $5,502 | $5,292+4.0% | $4,729+16.3% | $6,401-14.0% |
| Admin fee / account holder | $558 | $7,492-92.5% | $6,412-91.3% | $11,429-95.1% |