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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 | $20,156 | $44,103-54.3% | $75,826-73.4% | $64,173-68.6% |
| Participation rate | 51.6% | 62.7%-11.2pp | 68.2%-16.7pp | 69.6%-18.0pp |
| Annual return | -5.16% | -4.72%-0.4pp | 1914.15%-1919.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $670 | $1,446-53.6% | $1,913-65.0% | $2,381-71.8% |
| Participant deferral / active EE | $1,389 | $2,204-37.0% | $2,862-51.5% | $3,470-60.0% |
| Admin fee / account holder | $807 | $3,506-77.0% | $4,726-82.9% | $4,887-83.5% |