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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 | $18,380 | $45,152-59.3% | $73,845-75.1% | $59,632-69.2% |
| Participation rate | 30.1% | 64.0%-33.9pp | 73.4%-43.3pp | 68.7%-38.5pp |
| Annual return | -2.26% | 27.40%-29.7pp | 2267.91%-2270.2pp | 2041.32%-2043.6pp |
| Employer contribution / active EE | $471 | $1,902-75.3% | $2,788-83.1% | $2,203-78.6% |
| Participant deferral / active EE | $1,129 | $2,574-56.1% | $3,583-68.5% | $3,192-64.6% |
| Admin fee / account holder | $428 | $3,516-87.8% | $4,881-91.2% | $4,297-90.0% |