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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 | $20,520 | $95,975-78.6% | $74,549-72.5% | $135,379-84.8% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -8.72% | 56.96%-65.7pp | 32.53%-41.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,281 | $2,716-52.8% | $1,961-34.7% | $4,779-73.2% |
| Participant deferral / active EE | $3,810 | $3,844-0.9% | $3,108+22.6% | $5,609-32.1% |
| Admin fee / account holder | $329 | $6,522-95.0% | $5,059-93.5% | $10,828-97.0% |