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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 | $14,050 | $39,798-64.7% | $67,704-79.2% | $59,633-76.4% |
| Participation rate | 24.6% | 57.4%-32.7pp | 67.5%-42.9pp | 68.7%-44.1pp |
| Annual return | -0.72% | 89.94%-90.7pp | 25.41%-26.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $229 | $1,393-83.6% | $2,559-91.1% | $2,203-89.6% |
| Participant deferral / active EE | $946 | $2,335-59.5% | $3,585-73.6% | $3,192-70.4% |
| Admin fee / account holder | $885 | $3,212-72.5% | $4,255-79.2% | $4,297-79.4% |