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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 | $18,363 | $134,001-86.3% | $112,258-83.6% | $134,509-86.3% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -14.08% | 47.15%-61.2pp | 27.47%-41.5pp | 418.13%-432.2pp |
| Employer contribution / active EE | $1,977 | $4,039-51.0% | $3,636-45.6% | $4,741-58.3% |
| Participant deferral / active EE | $4,481 | $5,291-15.3% | $4,728-5.2% | $6,400-30.0% |
| Admin fee / account holder | $2,483 | $7,491-66.9% | $6,411-61.3% | $11,427-78.3% |