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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 | $29,979 | $134,001-77.6% | $112,258-73.3% | $134,509-77.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -15.43% | 47.15%-62.6pp | 27.47%-42.9pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,064 | $4,039-73.7% | $3,636-70.7% | $4,741-77.6% |
| Participant deferral / active EE | $1,500 | $5,291-71.6% | $4,728-68.3% | $6,400-76.6% |
| Admin fee / account holder | $515 | $7,491-93.1% | $6,411-92.0% | $11,427-95.5% |