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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 | $45,050 | $134,001-66.4% | $112,258-59.9% | $134,509-66.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.33% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.5pp |
| Employer contribution / active EE | $6,748 | $4,039+67.0% | $3,636+85.6% | $4,741+42.3% |
| Participant deferral / active EE | $4,363 | $5,291-17.5% | $4,728-7.7% | $6,400-31.8% |
| Admin fee / account holder | $759 | $7,491-89.9% | $6,411-88.2% | $11,427-93.4% |