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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 | $115,322 | $133,981-13.9% | $112,249+2.7% | $134,532-14.3% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 81.2%-16.2pp |
| Annual return | -18.15% | 47.16%-65.3pp | 27.48%-45.6pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,192 | $4,040-45.7% | $3,636-39.7% | $4,741-53.8% |
| Participant deferral / active EE | $4,188 | $5,292-20.9% | $4,729-11.4% | $6,401-34.6% |
| Admin fee / account holder | $3,771 | $7,492-49.7% | $6,412-41.2% | $11,429-67.0% |