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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 | $20,789 | $90,486-77.0% | $78,676-73.6% | $273,972-92.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $277 | $3,175-91.3% | $2,850-90.3% | $4,869-94.3% |
| Participant deferral / active EE | $2,051 | $3,901-47.4% | $3,517-41.7% | $5,287-61.2% |
| Admin fee / account holder | $8,647 | $5,263+64.3% | $4,510+91.7% | $10,133-14.7% |