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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 | $19,977 | $84,628-76.4% | $61,501-67.5% | $134,545-85.2% |
| Participation rate | 54.5% | 62.2%-7.7pp | 52.6%+2.0pp | 81.2%-26.7pp |
| Annual return | -20.51% | 585.61%-606.1pp | 339.04%-359.6pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,090 | $1,545-29.5% | $1,160-6.1% | $4,742-77.0% |
| Participant deferral / active EE | $3,627 | $2,819+28.7% | $2,125+70.7% | $6,401-43.3% |
| Admin fee / account holder | $1,530 | $2,587-40.9% | $2,132-28.2% | $11,431-86.6% |