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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 | $28,008 | $133,981-79.1% | $112,249-75.0% | $134,532-79.2% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.1%-30.1pp | 81.2%-36.2pp |
| Annual return | -16.50% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,472 | $4,040-63.6% | $3,636-59.5% | $4,741-69.0% |
| Participant deferral / active EE | $2,519 | $5,292-52.4% | $4,729-46.7% | $6,401-60.7% |
| Admin fee / account holder | $826 | $7,492-89.0% | $6,412-87.1% | $11,429-92.8% |