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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 | $22,018 | $133,981-83.6% | $112,249-80.4% | $134,532-83.6% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -19.03% | 47.16%-66.2pp | 27.48%-46.5pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,667 | $4,040-58.7% | $3,636-54.2% | $4,741-64.8% |
| Participant deferral / active EE | $5,209 | $5,292-1.6% | $4,729+10.1% | $6,401-18.6% |
| Admin fee / account holder | $611 | $7,492-91.8% | $6,412-90.5% | $11,429-94.7% |