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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 | $42,019 | $133,998-68.6% | $112,263-62.6% | $134,545-68.8% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -16.53% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,357 | $4,040-41.7% | $3,636-35.2% | $4,742-50.3% |
| Participant deferral / active EE | $6,131 | $5,292+15.8% | $4,729+29.6% | $6,401-4.2% |
| Admin fee / account holder | $4,407 | $7,493-41.2% | $6,410-31.3% | $11,431-61.4% |