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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 | $14,895 | $67,352-77.9% | $60,899-75.5% | $134,509-88.9% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.1%-14.8pp | 81.2%-22.9pp |
| Annual return | -16.28% | 49.99%-66.3pp | 16.92%-33.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $3,366 | $3,098+8.7% | $2,702+24.5% | $4,741-29.0% |
| Participant deferral / active EE | $6,060 | $4,539+33.5% | $3,817+58.8% | $6,400-5.3% |
| Admin fee / account holder | $3,486 | $4,585-24.0% | $3,225+8.1% | $11,427-69.5% |