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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 | $53,890 | $133,998-59.8% | $112,263-52.0% | $134,545-59.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -11.77% | 47.17%-58.9pp | 27.49%-39.3pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,531 | $4,040-62.1% | $3,636-57.9% | $4,742-67.7% |
| Participant deferral / active EE | $6,416 | $5,292+21.2% | $4,729+35.7% | $6,401+0.2% |
| Admin fee / account holder | $615 | $7,493-91.8% | $6,410-90.4% | $11,431-94.6% |