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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 | $18,415 | $95,975-80.8% | $74,549-75.3% | $135,379-86.4% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -8.63% | 56.96%-65.6pp | 32.53%-41.2pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,867 | $2,716-31.3% | $1,961-4.8% | $4,779-60.9% |
| Participant deferral / active EE | $3,475 | $3,844-9.6% | $3,108+11.8% | $5,609-38.0% |
| Admin fee / account holder | $384 | $6,522-94.1% | $5,059-92.4% | $10,828-96.5% |