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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 | $69,845 | $133,981-47.9% | $112,249-37.8% | $134,532-48.1% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.1%-9.8pp | 81.2%-16.0pp |
| Annual return | -17.81% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,100 | $4,040-48.0% | $3,636-42.2% | $4,741-55.7% |
| Participant deferral / active EE | $5,078 | $5,292-4.0% | $4,729+7.4% | $6,401-20.7% |
| Admin fee / account holder | $43,266 | $7,492+477.5% | $6,412+574.7% | $11,429+278.6% |