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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 | $101,084 | $100,805+0.3% | $86,698+16.6% | $134,532-24.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.55% | 29.09%-46.6pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,411 | $3,490-59.6% | $2,837-50.3% | $4,741-70.2% |
| Participant deferral / active EE | $4,965 | $5,339-7.0% | $4,656+6.6% | $6,401-22.4% |
| Admin fee / account holder | $3,351 | $10,925-69.3% | $7,493-55.3% | $11,429-70.7% |