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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 | $34,508 | $133,981-74.2% | $112,249-69.3% | $134,532-74.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -17.74% | 47.16%-64.9pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,205 | $4,040-45.4% | $3,636-39.4% | $4,741-53.5% |
| Participant deferral / active EE | $7,598 | $5,292+43.6% | $4,729+60.7% | $6,401+18.7% |
| Admin fee / account holder | $2,067 | $7,492-72.4% | $6,412-67.8% | $11,429-81.9% |