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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 | $24,863 | $100,805-75.3% | $86,698-71.3% | $134,532-81.5% |
| Participation rate | 61.5% | 79.0%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -18.92% | 29.09%-48.0pp | 35.95%-54.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,920 | $3,490-45.0% | $2,837-32.3% | $4,741-59.5% |
| Participant deferral / active EE | $4,882 | $5,339-8.6% | $4,656+4.9% | $6,401-23.7% |
| Admin fee / account holder | $1,044 | $10,925-90.4% | $7,493-86.1% | $11,429-90.9% |