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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 | $18,231 | $134,001-86.4% | $112,258-83.8% | $134,509-86.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -17.67% | 47.15%-64.8pp | 27.47%-45.1pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,430 | $4,039-64.6% | $3,636-60.7% | $4,741-69.8% |
| Participant deferral / active EE | $2,941 | $5,291-44.4% | $4,728-37.8% | $6,400-54.0% |
| Admin fee / account holder | $2,322 | $7,491-69.0% | $6,411-63.8% | $11,427-79.7% |