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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 | $16,561 | $75,962-78.2% | $154,111-89.3% | $64,173-74.2% |
| Participation rate | 58.0% | 70.4%-12.5pp | 83.0%-25.1pp | 69.6%-11.6pp |
| Annual return | -6.08% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $952 | $3,350-71.6% | $5,298-82.0% | $2,381-60.0% |
| Participant deferral / active EE | $1,763 | $3,175-44.5% | $5,081-65.3% | $3,470-49.2% |
| Admin fee / account holder | $1,164 | $5,589-79.2% | $13,411-91.3% | $4,887-76.2% |