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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 | $35,464 | $133,981-73.5% | $112,249-68.4% | $134,532-73.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -13.87% | 47.16%-61.0pp | 27.48%-41.4pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,393 | $4,040-65.5% | $3,636-61.7% | $4,741-70.6% |
| Participant deferral / active EE | $3,653 | $5,292-31.0% | $4,729-22.7% | $6,401-42.9% |
| Admin fee / account holder | $464 | $7,492-93.8% | $6,412-92.8% | $11,429-95.9% |