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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 | $28,339 | $133,998-78.9% | $112,263-74.8% | $134,545-78.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -16.38% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,660 | $4,040-58.9% | $3,636-54.4% | $4,742-65.0% |
| Participant deferral / active EE | $2,402 | $5,292-54.6% | $4,729-49.2% | $6,401-62.5% |
| Admin fee / account holder | $10,744 | $7,493+43.4% | $6,410+67.6% | $11,431-6.0% |