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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 | $27,905 | $133,981-79.2% | $112,249-75.1% | $134,532-79.3% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -17.56% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,079 | $4,040-48.5% | $3,636-42.8% | $4,741-56.1% |
| Participant deferral / active EE | $2,895 | $5,292-45.3% | $4,729-38.8% | $6,401-54.8% |
| Admin fee / account holder | $1,848 | $7,492-75.3% | $6,412-71.2% | $11,429-83.8% |