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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 | $55,752 | $133,981-58.4% | $112,249-50.3% | $134,532-58.6% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -15.41% | 47.16%-62.6pp | 27.48%-42.9pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,638 | $4,040-59.5% | $3,636-55.0% | $4,741-65.5% |
| Participant deferral / active EE | $4,478 | $5,292-15.4% | $4,729-5.3% | $6,401-30.0% |
| Admin fee / account holder | $1,678 | $7,492-77.6% | $6,412-73.8% | $11,429-85.3% |