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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 | $41,291 | $95,975-57.0% | $74,552-44.6% | $135,382-69.5% |
| Participation rate | 29.4% | 75.7%-46.2pp | 69.1%-39.7pp | 82.6%-53.2pp |
| Annual return | -6.94% | 56.96%-63.9pp | 32.53%-39.5pp | 519.77%-526.7pp |
| Employer contribution / active EE | $368 | $2,716-86.5% | $1,961-81.2% | $4,779-92.3% |
| Participant deferral / active EE | $1,103 | $3,844-71.3% | $3,108-64.5% | $5,609-80.3% |
| Admin fee / account holder | $326 | $6,522-95.0% | $5,060-93.6% | $10,829-97.0% |