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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 | $11,822 | $32,117-63.2% | $71,089-83.4% | $64,173-81.6% |
| Participation rate | 16.3% | 42.7%-26.4pp | 54.6%-38.3pp | 69.6%-53.2pp |
| Annual return | -8.24% | -5.57%-2.7pp | 650.65%-658.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $232 | $712-67.5% | $1,088-78.7% | $2,381-90.3% |
| Participant deferral / active EE | $410 | $1,263-67.6% | $1,873-78.1% | $3,470-88.2% |
| Admin fee / account holder | $664 | $2,759-75.9% | $3,082-78.4% | $4,887-86.4% |