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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 | $40,696 | $93,098-56.3% | $77,081-47.2% | $134,509-69.7% |
| Participation rate | 56.3% | 74.5%-18.2pp | 67.9%-11.7pp | 81.2%-25.0pp |
| Annual return | -19.57% | 62.63%-82.2pp | 42.33%-61.9pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,512 | $3,419-55.8% | $2,813-46.3% | $4,741-68.1% |
| Participant deferral / active EE | $4,010 | $5,239-23.5% | $4,428-9.4% | $6,400-37.3% |
| Admin fee / account holder | $1,004 | $6,945-85.5% | $5,427-81.5% | $11,427-91.2% |