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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 | $11,397 | $84,628-86.5% | $61,501-81.5% | $134,545-91.5% |
| Participation rate | 18.2% | 62.2%-44.0pp | 52.6%-34.4pp | 81.2%-63.1pp |
| Annual return | -20.46% | 585.61%-606.1pp | 339.04%-359.5pp | 418.37%-438.8pp |
| Employer contribution / active EE | $285 | $1,545-81.6% | $1,160-75.5% | $4,742-94.0% |
| Participant deferral / active EE | $1,436 | $2,819-49.1% | $2,125-32.4% | $6,401-77.6% |
| Admin fee / account holder | $349 | $2,587-86.5% | $2,132-83.6% | $11,431-97.0% |