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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 | $11,724 | $93,117-87.4% | $77,096-84.8% | $134,532-91.3% |
| Participation rate | 43.8% | 74.5%-30.7pp | 67.9%-24.2pp | 81.2%-37.5pp |
| Annual return | -20.79% | 62.67%-83.5pp | 42.35%-63.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $806 | $3,420-76.4% | $2,814-71.4% | $4,741-83.0% |
| Participant deferral / active EE | $2,072 | $5,241-60.5% | $4,429-53.2% | $6,401-67.6% |
| Admin fee / account holder | $306 | $6,948-95.6% | $5,428-94.4% | $11,429-97.3% |