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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 | $63,776 | $134,001-52.4% | $112,258-43.2% | $134,509-52.6% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -15.19% | 47.15%-62.3pp | 27.47%-42.7pp | 418.13%-433.3pp |
| Employer contribution / active EE | $1,803 | $4,039-55.4% | $3,636-50.4% | $4,741-62.0% |
| Participant deferral / active EE | $5,113 | $5,291-3.4% | $4,728+8.1% | $6,400-20.1% |
| Admin fee / account holder | $542 | $7,491-92.8% | $6,411-91.5% | $11,427-95.3% |