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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 | $21,298 | $138,076-84.6% | $123,553-82.8% | $135,380-84.3% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -9.18% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $991 | $5,152-80.8% | $4,628-78.6% | $4,779-79.3% |
| Participant deferral / active EE | $4,079 | $6,800-40.0% | $6,426-36.5% | $5,609-27.3% |
| Admin fee / account holder | $801 | $10,917-92.7% | $9,284-91.4% | $10,828-92.6% |