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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 | $21,943 | $133,998-83.6% | $112,263-80.5% | $134,545-83.7% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -18.68% | 47.17%-65.9pp | 27.49%-46.2pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,271 | $4,040-43.8% | $3,636-37.6% | $4,742-52.1% |
| Participant deferral / active EE | $2,145 | $5,292-59.5% | $4,729-54.6% | $6,401-66.5% |
| Admin fee / account holder | $1,940 | $7,493-74.1% | $6,410-69.7% | $11,431-83.0% |