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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 | $18,470 | $75,962-75.7% | $154,108-88.0% | $64,173-71.2% |
| Participation rate | 51.1% | 70.4%-19.4pp | 83.0%-32.0pp | 69.6%-18.5pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.21%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $876 | $3,350-73.9% | $5,298-83.5% | $2,381-63.2% |
| Participant deferral / active EE | $957 | $3,175-69.9% | $5,081-81.2% | $3,470-72.4% |
| Admin fee / account holder | $3,036 | $5,589-45.7% | $13,411-77.4% | $4,887-37.9% |