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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 | $103,113 | $105,867-2.6% | $90,760+13.6% | $134,532-23.4% |
| Participation rate | 53.8% | 78.3%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -12.80% | -10.99%-1.8pp | -12.16%-0.6pp | 418.27%-431.1pp |
| Employer contribution / active EE | $1,193 | $3,464-65.6% | $2,922-59.2% | $4,741-74.8% |
| Participant deferral / active EE | $2,408 | $5,217-53.8% | $4,565-47.3% | $6,401-62.4% |
| Admin fee / account holder | $4,046 | $13,936-71.0% | $8,444-52.1% | $11,429-64.6% |