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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 | $69,229 | $134,001-48.3% | $112,258-38.3% | $134,509-48.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.61% | 47.15%-65.8pp | 27.47%-46.1pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,730 | $4,039-57.2% | $3,636-52.4% | $4,741-63.5% |
| Participant deferral / active EE | $12,317 | $5,291+132.8% | $4,728+160.5% | $6,400+92.4% |
| Admin fee / account holder | $1,039 | $7,491-86.1% | $6,411-83.8% | $11,427-90.9% |