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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 | $33,318 | $134,001-75.1% | $112,258-70.3% | $134,509-75.2% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -20.22% | 47.15%-67.4pp | 27.47%-47.7pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,257 | $4,039-68.9% | $3,636-65.4% | $4,741-73.5% |
| Participant deferral / active EE | $2,749 | $5,291-48.1% | $4,728-41.9% | $6,400-57.1% |
| Admin fee / account holder | $1,640 | $7,491-78.1% | $6,411-74.4% | $11,427-85.6% |