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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 | $27,461 | $133,981-79.5% | $112,249-75.5% | $134,532-79.6% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -19.44% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,402 | $4,040-65.3% | $3,636-61.4% | $4,741-70.4% |
| Participant deferral / active EE | $3,943 | $5,292-25.5% | $4,729-16.6% | $6,401-38.4% |
| Admin fee / account holder | $6,489 | $7,492-13.4% | $6,412+1.2% | $11,429-43.2% |