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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 | $25,063 | $133,981-81.3% | $112,249-77.7% | $134,532-81.4% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -17.78% | 47.16%-64.9pp | 27.48%-45.3pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,614 | $4,040-60.0% | $3,636-55.6% | $4,741-66.0% |
| Participant deferral / active EE | $3,013 | $5,292-43.1% | $4,729-36.3% | $6,401-52.9% |
| Admin fee / account holder | $2,260 | $7,492-69.8% | $6,412-64.8% | $11,429-80.2% |