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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 | $5,521 | $84,551-93.5% | $61,452-91.0% | $134,532-95.9% |
| Participation rate | 41.7% | 62.2%-20.5pp | 52.6%-10.9pp | 81.2%-39.6pp |
| Annual return | -5.90% | 585.39%-591.3pp | 338.96%-344.9pp | 418.27%-424.2pp |
| Employer contribution / active EE | $284 | $1,545-81.6% | $1,160-75.5% | $4,741-94.0% |
| Participant deferral / active EE | $616 | $2,818-78.2% | $2,125-71.0% | $6,401-90.4% |
| Admin fee / account holder | $536 | $2,587-79.3% | $2,131-74.9% | $11,429-95.3% |