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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 | $48,466 | $129,959-62.7% | $104,301-53.5% | $134,532-64.0% |
| Participation rate | 58.8% | 79.5%-20.7pp | 73.3%-14.4pp | 81.2%-22.4pp |
| Annual return | -18.05% | 42.04%-60.1pp | 24.61%-42.7pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,373 | $4,185-67.2% | $3,373-59.3% | $4,741-71.0% |
| Participant deferral / active EE | $4,445 | $5,589-20.5% | $4,626-3.9% | $6,401-30.6% |
| Admin fee / account holder | $2,354 | $9,325-74.8% | $7,340-67.9% | $11,429-79.4% |