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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 | $27,171 | $134,001-79.7% | $112,258-75.8% | $134,509-79.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.67% | 47.15%-65.8pp | 27.47%-46.1pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,213 | $4,039-70.0% | $3,636-66.6% | $4,741-74.4% |
| Participant deferral / active EE | $2,074 | $5,291-60.8% | $4,728-56.1% | $6,400-67.6% |
| Admin fee / account holder | $2,493 | $7,491-66.7% | $6,411-61.1% | $11,427-78.2% |