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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 | $18,824 | $190,879-90.1% | $160,009-88.2% | $134,532-86.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -18.10% | 552.63%-570.7pp | 408.85%-426.9pp | 418.27%-436.4pp |
| Employer contribution / active EE | $836 | $4,995-83.3% | $4,225-80.2% | $4,741-82.4% |
| Participant deferral / active EE | $2,027 | $6,924-70.7% | $6,183-67.2% | $6,401-68.3% |
| Admin fee / account holder | $1,208 | $10,495-88.5% | $8,715-86.1% | $11,429-89.4% |