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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 | $77,766 | $134,001-42.0% | $112,258-30.7% | $134,509-42.2% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -17.66% | 47.15%-64.8pp | 27.47%-45.1pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,374 | $4,039-66.0% | $3,636-62.2% | $4,741-71.0% |
| Participant deferral / active EE | $3,762 | $5,291-28.9% | $4,728-20.4% | $6,400-41.2% |
| Admin fee / account holder | $1,243 | $7,491-83.4% | $6,411-80.6% | $11,427-89.1% |