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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 | $80,806 | $93,117-13.2% | $77,096+4.8% | $134,532-39.9% |
| Participation rate | 68.8% | 74.5%-5.7pp | 67.9%+0.8pp | 81.2%-12.5pp |
| Annual return | -17.69% | 62.67%-80.4pp | 42.35%-60.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,396 | $3,420-59.2% | $2,814-50.4% | $4,741-70.6% |
| Participant deferral / active EE | $6,325 | $5,241+20.7% | $4,429+42.8% | $6,401-1.2% |
| Admin fee / account holder | $321 | $6,948-95.4% | $5,428-94.1% | $11,429-97.2% |