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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 | $87,525 | $134,001-34.7% | $112,258-22.0% | $134,509-34.9% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -18.56% | 47.15%-65.7pp | 27.47%-46.0pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,091 | $4,039-48.2% | $3,636-42.5% | $4,741-55.9% |
| Participant deferral / active EE | $4,041 | $5,291-23.6% | $4,728-14.5% | $6,400-36.9% |
| Admin fee / account holder | $23,039 | $7,491+207.6% | $6,411+259.3% | $11,427+101.6% |