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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 | $19,085 | $67,396-71.7% | $60,919-68.7% | $134,545-85.8% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.1%-20.7pp | 81.2%-28.9pp |
| Annual return | -16.74% | 50.12%-66.9pp | 16.96%-33.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,039 | $3,101-66.5% | $2,704-61.6% | $4,742-78.1% |
| Participant deferral / active EE | $5,425 | $4,534+19.6% | $3,814+42.2% | $6,401-15.2% |
| Admin fee / account holder | $696 | $4,590-84.8% | $3,228-78.4% | $11,431-93.9% |