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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 | $48,989 | $134,001-63.4% | $112,258-56.4% | $134,509-63.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -6.96% | 47.15%-54.1pp | 27.47%-34.4pp | 418.13%-425.1pp |
| Employer contribution / active EE | $3,110 | $4,039-23.0% | $3,636-14.5% | $4,741-34.4% |
| Participant deferral / active EE | $7,071 | $5,291+33.6% | $4,728+49.5% | $6,400+10.5% |
| Admin fee / account holder | $1,790 | $7,491-76.1% | $6,411-72.1% | $11,427-84.3% |