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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 | $95,024 | $133,981-29.1% | $112,249-15.3% | $134,532-29.4% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -6.52% | 47.16%-53.7pp | 27.48%-34.0pp | 418.27%-424.8pp |
| Employer contribution / active EE | $1,196 | $4,040-70.4% | $3,636-67.1% | $4,741-74.8% |
| Participant deferral / active EE | $2,918 | $5,292-44.9% | $4,729-38.3% | $6,401-54.4% |
| Admin fee / account holder | $4,017 | $7,492-46.4% | $6,412-37.4% | $11,429-64.9% |