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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 | $67,212 | $134,001-49.8% | $112,258-40.1% | $134,509-50.0% |
| Participation rate | 31.8% | 78.6%-46.7pp | 75.1%-43.2pp | 81.2%-49.4pp |
| Annual return | -18.99% | 47.15%-66.1pp | 27.47%-46.5pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,088 | $4,039-73.1% | $3,636-70.1% | $4,741-77.1% |
| Participant deferral / active EE | $5,508 | $5,291+4.1% | $4,728+16.5% | $6,400-13.9% |
| Admin fee / account holder | $2,701 | $7,491-63.9% | $6,411-57.9% | $11,427-76.4% |