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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 | $58,689 | $133,998-56.2% | $112,263-47.7% | $134,545-56.4% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -19.02% | 47.17%-66.2pp | 27.49%-46.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,755 | $4,040-56.6% | $3,636-51.7% | $4,742-63.0% |
| Participant deferral / active EE | $5,053 | $5,292-4.5% | $4,729+6.8% | $6,401-21.1% |
| Admin fee / account holder | $1,055 | $7,493-85.9% | $6,410-83.5% | $11,431-90.8% |