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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 | $45,604 | $134,001-66.0% | $112,258-59.4% | $134,509-66.1% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -14.91% | 47.15%-62.1pp | 27.47%-42.4pp | 418.13%-433.0pp |
| Employer contribution / active EE | $859 | $4,039-78.7% | $3,636-76.4% | $4,741-81.9% |
| Participant deferral / active EE | $1,635 | $5,291-69.1% | $4,728-65.4% | $6,400-74.5% |
| Admin fee / account holder | $939 | $7,491-87.5% | $6,411-85.4% | $11,427-91.8% |