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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 | $64,699 | $133,981-51.7% | $112,249-42.4% | $134,532-51.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.37% | 47.16%-66.5pp | 27.48%-46.9pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,426 | $4,040-39.9% | $3,636-33.3% | $4,741-48.8% |
| Participant deferral / active EE | $9,116 | $5,292+72.3% | $4,729+92.8% | $6,401+42.4% |
| Admin fee / account holder | $600 | $7,492-92.0% | $6,412-90.6% | $11,429-94.8% |