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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 | $16,137 | $93,124-82.7% | $77,100-79.1% | $134,545-88.0% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | -17.10% | 62.68%-79.8pp | 42.35%-59.4pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,170 | $3,421-65.8% | $2,815-58.5% | $4,742-75.3% |
| Participant deferral / active EE | $3,998 | $5,242-23.7% | $4,430-9.8% | $6,401-37.6% |
| Admin fee / account holder | $629 | $6,970-91.0% | $5,443-88.4% | $11,431-94.5% |