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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 | $31,504 | $133,998-76.5% | $112,263-71.9% | $134,545-76.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.10% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,184 | $4,040-70.7% | $3,636-67.4% | $4,742-75.0% |
| Participant deferral / active EE | $3,553 | $5,292-32.9% | $4,729-24.9% | $6,401-44.5% |
| Admin fee / account holder | $7,894 | $7,493+5.4% | $6,410+23.1% | $11,431-30.9% |