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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 | $49,196 | $92,743-47.0% | $82,744-40.5% | $134,532-63.4% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -18.25% | 946.63%-964.9pp | 702.22%-720.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $767 | $3,273-76.6% | $3,008-74.5% | $4,741-83.8% |
| Participant deferral / active EE | $2,053 | $4,802-57.2% | $4,395-53.3% | $6,401-67.9% |
| Admin fee / account holder | $345 | $5,977-94.2% | $5,325-93.5% | $11,429-97.0% |