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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 | $14,226 | $90,320-84.2% | $59,496-76.1% | $125,389-88.7% |
| Participation rate | 18.8% | 68.3%-49.5pp | 54.6%-35.8pp | 83.2%-64.4pp |
| Annual return | -0.74% | 369.13%-369.9pp | 182.05%-182.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $357 | $1,792-80.1% | $1,153-69.0% | $4,866-92.7% |
| Participant deferral / active EE | $357 | $2,716-86.8% | $1,829-80.5% | $5,352-93.3% |
| Admin fee / account holder | $760 | $3,063-75.2% | $2,232-66.0% | $9,541-92.0% |