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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 | $23,506 | $134,001-82.5% | $112,258-79.1% | $134,509-82.5% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -15.09% | 47.15%-62.2pp | 27.47%-42.6pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,120 | $4,039-72.3% | $3,636-69.2% | $4,741-76.4% |
| Participant deferral / active EE | $3,205 | $5,291-39.4% | $4,728-32.2% | $6,400-49.9% |
| Admin fee / account holder | $604 | $7,491-91.9% | $6,411-90.6% | $11,427-94.7% |