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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 | $16,634 | $90,320-81.6% | $59,496-72.0% | $125,388-86.7% |
| Participation rate | 55.6% | 68.3%-12.7pp | 54.6%+1.0pp | 83.2%-27.6pp |
| Annual return | -4.53% | 369.13%-373.7pp | 182.05%-186.6pp | 282.24%-286.8pp |
| Employer contribution / active EE | $505 | $1,792-71.8% | $1,153-56.2% | $4,866-89.6% |
| Participant deferral / active EE | $10,609 | $2,716+290.6% | $1,829+479.9% | $5,352+98.2% |
| Admin fee / account holder | $8,444 | $3,063+175.7% | $2,232+278.2% | $9,541-11.5% |