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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 | $58,099 | $49,471+17.4% | $79,583-27.0% | $66,949-13.2% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.5%-13.6pp | 69.8%-13.9pp |
| Annual return | -15.32% | 84.30%-99.6pp | 0.16%-15.5pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,828 | $1,266+44.4% | $2,414-24.3% | $2,545-28.2% |
| Participant deferral / active EE | $4,735 | $3,160+49.8% | $3,986+18.8% | $4,239+11.7% |
| Admin fee / account holder | $7,179 | $595+1107.0% | $6,835+5.0% | $594+1109.5% |