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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 | $20,411 | $133,981-84.8% | $112,249-81.8% | $134,532-84.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,016 | $4,040-74.8% | $3,636-72.1% | $4,741-78.6% |
| Participant deferral / active EE | $4,819 | $5,292-8.9% | $4,729+1.9% | $6,401-24.7% |
| Admin fee / account holder | $1,014 | $7,492-86.5% | $6,412-84.2% | $11,429-91.1% |