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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 | $57,756 | $100,805-42.7% | $86,698-33.4% | $134,532-57.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -7.36% | 29.09%-36.4pp | 35.95%-43.3pp | 418.27%-425.6pp |
| Employer contribution / active EE | $2,262 | $3,490-35.2% | $2,837-20.3% | $4,741-52.3% |
| Participant deferral / active EE | $6,518 | $5,339+22.1% | $4,656+40.0% | $6,401+1.8% |
| Admin fee / account holder | $4,183 | $10,925-61.7% | $7,493-44.2% | $11,429-63.4% |