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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 | $38,282 | $133,998-71.4% | $112,263-65.9% | $134,545-71.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -17.07% | 47.17%-64.2pp | 27.49%-44.6pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,078 | $4,040-48.6% | $3,636-42.8% | $4,742-56.2% |
| Participant deferral / active EE | $3,643 | $5,292-31.2% | $4,729-23.0% | $6,401-43.1% |
| Admin fee / account holder | $862 | $7,493-88.5% | $6,410-86.6% | $11,431-92.5% |