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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 | $18,182 | $75,962-76.1% | $154,108-88.2% | $64,173-71.7% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -4.50% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,333 | $3,350-60.2% | $5,298-74.8% | $2,381-44.0% |
| Participant deferral / active EE | $1,804 | $3,175-43.2% | $5,081-64.5% | $3,470-48.0% |
| Admin fee / account holder | $485 | $5,589-91.3% | $13,411-96.4% | $4,887-90.1% |