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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 | $26,268 | $133,981-80.4% | $112,249-76.6% | $134,532-80.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -15.02% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,288 | $4,040-68.1% | $3,636-64.6% | $4,741-72.8% |
| Participant deferral / active EE | $6,223 | $5,292+17.6% | $4,729+31.6% | $6,401-2.8% |
| Admin fee / account holder | $604 | $7,492-91.9% | $6,412-90.6% | $11,429-94.7% |