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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 | $30,364 | $133,998-77.3% | $112,263-73.0% | $134,545-77.4% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -19.00% | 47.17%-66.2pp | 27.49%-46.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,308 | $4,040-42.9% | $3,636-36.5% | $4,742-51.3% |
| Participant deferral / active EE | $3,553 | $5,292-32.9% | $4,729-24.9% | $6,401-44.5% |
| Admin fee / account holder | $418 | $7,493-94.4% | $6,410-93.5% | $11,431-96.3% |