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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 | $17,244 | $93,117-81.5% | $77,096-77.6% | $134,532-87.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -19.64% | 62.67%-82.3pp | 42.35%-62.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,186 | $3,420-36.1% | $2,814-22.3% | $4,741-53.9% |
| Participant deferral / active EE | $4,475 | $5,241-14.6% | $4,429+1.0% | $6,401-30.1% |
| Admin fee / account holder | $1,325 | $6,948-80.9% | $5,428-75.6% | $11,429-88.4% |