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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 | $81,999 | $133,981-38.8% | $112,249-26.9% | $134,532-39.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.70% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,441 | $4,040-64.3% | $3,636-60.4% | $4,741-69.6% |
| Participant deferral / active EE | $5,005 | $5,292-5.4% | $4,729+5.8% | $6,401-21.8% |
| Admin fee / account holder | $2,503 | $7,492-66.6% | $6,412-61.0% | $11,429-78.1% |