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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 | $77,445 | $43,730+77.1% | $121,220-36.1% | $64,173+20.7% |
| Participation rate | 35.4% | 58.3%-22.9pp | 71.8%-36.3pp | 69.6%-34.2pp |
| Annual return | -5.97% | 68.94%-74.9pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $940 | $1,297-27.5% | $4,023-76.6% | $2,381-60.5% |
| Participant deferral / active EE | $2,841 | $2,281+24.6% | $3,345-15.1% | $3,470-18.1% |
| Admin fee / account holder | $5,362 | $3,502+53.1% | $5,021+6.8% | $4,887+9.7% |