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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 | $19,174 | $133,998-85.7% | $112,263-82.9% | $134,545-85.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -19.92% | 47.17%-67.1pp | 27.49%-47.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,846 | $4,040-54.3% | $3,636-49.2% | $4,742-61.1% |
| Participant deferral / active EE | $6,846 | $5,292+29.4% | $4,729+44.8% | $6,401+7.0% |
| Admin fee / account holder | $1,435 | $7,493-80.8% | $6,410-77.6% | $11,431-87.4% |