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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 | $90,012 | $133,981-32.8% | $112,249-19.8% | $134,532-33.1% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -13.45% | 47.16%-60.6pp | 27.48%-40.9pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,540 | $4,040-61.9% | $3,636-57.7% | $4,741-67.5% |
| Participant deferral / active EE | $4,255 | $5,292-19.6% | $4,729-10.0% | $6,401-33.5% |
| Admin fee / account holder | $5,940 | $7,492-20.7% | $6,412-7.4% | $11,429-48.0% |