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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 | $57,726 | $133,981-56.9% | $112,249-48.6% | $134,532-57.1% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | -19.24% | 47.16%-66.4pp | 27.48%-46.7pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,233 | $4,040-69.5% | $3,636-66.1% | $4,741-74.0% |
| Participant deferral / active EE | $2,784 | $5,292-47.4% | $4,729-41.1% | $6,401-56.5% |
| Admin fee / account holder | $615 | $7,492-91.8% | $6,412-90.4% | $11,429-94.6% |