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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 | $22,396 | $134,001-83.3% | $112,258-80.0% | $134,509-83.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -15.62% | 47.15%-62.8pp | 27.47%-43.1pp | 418.13%-433.8pp |
| Employer contribution / active EE | $957 | $4,039-76.3% | $3,636-73.7% | $4,741-79.8% |
| Participant deferral / active EE | $3,195 | $5,291-39.6% | $4,728-32.4% | $6,400-50.1% |
| Admin fee / account holder | $347 | $7,491-95.4% | $6,411-94.6% | $11,427-97.0% |