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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 | $14,818 | $133,981-88.9% | $112,249-86.8% | $134,532-89.0% |
| Participation rate | 45.0% | 78.6%-33.6pp | 75.1%-30.1pp | 81.2%-36.2pp |
| Annual return | -19.78% | 47.16%-66.9pp | 27.48%-47.3pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,150 | $4,040-71.5% | $3,636-68.4% | $4,741-75.7% |
| Participant deferral / active EE | $1,705 | $5,292-67.8% | $4,729-64.0% | $6,401-73.4% |
| Admin fee / account holder | $818 | $7,492-89.1% | $6,412-87.2% | $11,429-92.8% |