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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 | $19,309 | $93,117-79.3% | $77,096-75.0% | $134,532-85.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -17.85% | 62.67%-80.5pp | 42.35%-60.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,231 | $3,420-64.0% | $2,814-56.3% | $4,741-74.0% |
| Participant deferral / active EE | $1,643 | $5,241-68.7% | $4,429-62.9% | $6,401-74.3% |
| Admin fee / account holder | $615 | $6,948-91.1% | $5,428-88.7% | $11,429-94.6% |