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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 | $24,134 | $95,975-74.9% | $74,549-67.6% | $135,379-82.2% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -5.00% | 56.96%-62.0pp | 32.53%-37.5pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,110 | $2,716-59.1% | $1,961-43.4% | $4,779-76.8% |
| Participant deferral / active EE | $1,698 | $3,844-55.8% | $3,108-45.4% | $5,609-69.7% |
| Admin fee / account holder | $5,673 | $6,522-13.0% | $5,059+12.1% | $10,828-47.6% |