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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 | $44,793 | $133,981-66.6% | $112,249-60.1% | $134,532-66.7% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.8pp |
| Annual return | -20.25% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,712 | $4,040-57.6% | $3,636-52.9% | $4,741-63.9% |
| Participant deferral / active EE | $4,990 | $5,292-5.7% | $4,729+5.5% | $6,401-22.0% |
| Admin fee / account holder | $1,903 | $7,492-74.6% | $6,412-70.3% | $11,429-83.3% |