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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 | $22,933 | $133,998-82.9% | $112,263-79.6% | $134,545-83.0% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -19.36% | 47.17%-66.5pp | 27.49%-46.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $1,186 | $4,040-70.6% | $3,636-67.4% | $4,742-75.0% |
| Participant deferral / active EE | $3,485 | $5,292-34.2% | $4,729-26.3% | $6,401-45.6% |
| Admin fee / account holder | $2,535 | $7,493-66.2% | $6,410-60.5% | $11,431-77.8% |