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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 | $33,379 | $152,597-78.1% | $117,533-71.6% | $134,532-75.2% |
| Participation rate | 63.2% | 77.1%-13.9pp | 70.6%-7.4pp | 81.2%-18.1pp |
| Annual return | -17.48% | 53.04%-70.5pp | 29.77%-47.3pp | 418.27%-435.8pp |
| Employer contribution / active EE | $938 | $5,576-83.2% | $4,179-77.6% | $4,741-80.2% |
| Participant deferral / active EE | $3,661 | $4,821-24.1% | $4,072-10.1% | $6,401-42.8% |
| Admin fee / account holder | $849 | $7,007-87.9% | $5,647-85.0% | $11,429-92.6% |