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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 | $37,512 | $134,001-72.0% | $112,258-66.6% | $134,509-72.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.89% | 47.15%-65.0pp | 27.47%-45.4pp | 418.13%-436.0pp |
| Employer contribution / active EE | $1,321 | $4,039-67.3% | $3,636-63.7% | $4,741-72.1% |
| Participant deferral / active EE | $2,589 | $5,291-51.1% | $4,728-45.3% | $6,400-59.6% |
| Admin fee / account holder | $808 | $7,491-89.2% | $6,411-87.4% | $11,427-92.9% |