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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 | $28,518 | $133,998-78.7% | $112,263-74.6% | $134,545-78.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.58% | 47.17%-60.8pp | 27.49%-41.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $1,926 | $4,040-52.3% | $3,636-47.0% | $4,742-59.4% |
| Participant deferral / active EE | $4,921 | $5,292-7.0% | $4,729+4.1% | $6,401-23.1% |
| Admin fee / account holder | $1,081 | $7,493-85.6% | $6,410-83.1% | $11,431-90.5% |