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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 | $43,212 | $133,981-67.7% | $112,249-61.5% | $134,532-67.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.68% | 47.16%-64.8pp | 27.48%-45.2pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,931 | $4,040-52.2% | $3,636-46.9% | $4,741-59.3% |
| Participant deferral / active EE | $7,099 | $5,292+34.1% | $4,729+50.1% | $6,401+10.9% |
| Admin fee / account holder | $906 | $7,492-87.9% | $6,412-85.9% | $11,429-92.1% |