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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 | $27,404 | $134,001-79.5% | $112,258-75.6% | $134,509-79.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,653 | $4,039-59.1% | $3,636-54.5% | $4,741-65.1% |
| Participant deferral / active EE | $3,123 | $5,291-41.0% | $4,728-33.9% | $6,400-51.2% |
| Admin fee / account holder | $2,506 | $7,491-66.5% | $6,411-60.9% | $11,427-78.1% |