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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 | $50,544 | $133,981-62.3% | $112,249-55.0% | $134,532-62.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -16.00% | 47.16%-63.2pp | 27.48%-43.5pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,621 | $4,040-59.9% | $3,636-55.4% | $4,741-65.8% |
| Participant deferral / active EE | $4,229 | $5,292-20.1% | $4,729-10.6% | $6,401-33.9% |
| Admin fee / account holder | $310 | $7,492-95.9% | $6,412-95.2% | $11,429-97.3% |