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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 | $43,797 | $133,998-67.3% | $112,263-61.0% | $134,545-67.4% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -16.87% | 47.17%-64.0pp | 27.49%-44.4pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,875 | $4,040-53.6% | $3,636-48.4% | $4,742-60.5% |
| Participant deferral / active EE | $5,183 | $5,292-2.1% | $4,729+9.6% | $6,401-19.0% |
| Admin fee / account holder | $2,996 | $7,493-60.0% | $6,410-53.3% | $11,431-73.8% |