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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 | $69,964 | $134,001-47.8% | $112,258-37.7% | $134,509-48.0% |
| Participation rate | 52.4% | 78.6%-26.2pp | 75.1%-22.7pp | 81.2%-28.8pp |
| Annual return | -19.28% | 47.15%-66.4pp | 27.47%-46.8pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,233 | $4,039-69.5% | $3,636-66.1% | $4,741-74.0% |
| Participant deferral / active EE | $4,098 | $5,291-22.6% | $4,728-13.3% | $6,400-36.0% |
| Admin fee / account holder | $1,005 | $7,491-86.6% | $6,411-84.3% | $11,427-91.2% |