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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 | $28,638 | $134,001-78.6% | $112,258-74.5% | $134,509-78.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.83% | 47.15%-66.0pp | 27.47%-46.3pp | 418.13%-437.0pp |
| Employer contribution / active EE | $811 | $4,039-79.9% | $3,636-77.7% | $4,741-82.9% |
| Participant deferral / active EE | $4,921 | $5,291-7.0% | $4,728+4.1% | $6,400-23.1% |
| Admin fee / account holder | $561 | $7,491-92.5% | $6,411-91.2% | $11,427-95.1% |