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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 | $33,865 | $134,001-74.7% | $112,258-69.8% | $134,509-74.8% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.0pp |
| Annual return | -14.15% | 47.15%-61.3pp | 27.47%-41.6pp | 418.13%-432.3pp |
| Employer contribution / active EE | $2,205 | $4,039-45.4% | $3,636-39.3% | $4,741-53.5% |
| Participant deferral / active EE | $2,312 | $5,291-56.3% | $4,728-51.1% | $6,400-63.9% |
| Admin fee / account holder | $502 | $7,491-93.3% | $6,411-92.2% | $11,427-95.6% |