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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 | $25,402 | $152,597-83.4% | $117,533-78.4% | $134,532-81.1% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -17.35% | 53.04%-70.4pp | 29.77%-47.1pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,288 | $5,576-76.9% | $4,179-69.2% | $4,741-72.8% |
| Participant deferral / active EE | $3,728 | $4,821-22.7% | $4,072-8.5% | $6,401-41.8% |
| Admin fee / account holder | $1,065 | $7,007-84.8% | $5,647-81.1% | $11,429-90.7% |