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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 | $20,186 | $133,981-84.9% | $112,249-82.0% | $134,532-85.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.76% | 47.16%-66.9pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,233 | $4,040-69.5% | $3,636-66.1% | $4,741-74.0% |
| Participant deferral / active EE | $1,662 | $5,292-68.6% | $4,729-64.9% | $6,401-74.0% |
| Admin fee / account holder | $3,471 | $7,492-53.7% | $6,412-45.9% | $11,429-69.6% |