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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 | $89,698 | $129,959-31.0% | $104,301-14.0% | $134,509-33.3% |
| Participation rate | 69.2% | 79.5%-10.3pp | 73.3%-4.0pp | 81.2%-12.0pp |
| Annual return | -3.37% | 42.04%-45.4pp | 24.61%-28.0pp | 418.13%-421.5pp |
| Employer contribution / active EE | $1,114 | $4,185-73.4% | $3,373-67.0% | $4,741-76.5% |
| Participant deferral / active EE | $1,650 | $5,589-70.5% | $4,626-64.3% | $6,400-74.2% |
| Admin fee / account holder | $1,910 | $9,325-79.5% | $7,340-74.0% | $11,427-83.3% |