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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 | $74,586 | $133,998-44.3% | $112,263-33.6% | $134,545-44.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -13.23% | 47.17%-60.4pp | 27.49%-40.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $1,207 | $4,040-70.1% | $3,636-66.8% | $4,742-74.5% |
| Participant deferral / active EE | $2,393 | $5,292-54.8% | $4,729-49.4% | $6,401-62.6% |
| Admin fee / account holder | $11,792 | $7,493+57.4% | $6,410+84.0% | $11,431+3.2% |