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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 | $16,582 | $75,962-78.2% | $154,108-89.2% | $64,173-74.2% |
| Participation rate | 35.8% | 70.4%-34.6pp | 83.0%-47.2pp | 69.6%-33.7pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.21%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $547 | $3,350-83.7% | $5,298-89.7% | $2,381-77.0% |
| Participant deferral / active EE | $1,318 | $3,175-58.5% | $5,081-74.1% | $3,470-62.0% |
| Admin fee / account holder | $3,760 | $5,589-32.7% | $13,411-72.0% | $4,887-23.1% |