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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 | $16,464 | $92,743-82.2% | $82,744-80.1% | $134,532-87.8% |
| Participation rate | 53.8% | 75.2%-21.4pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -18.50% | 946.63%-965.1pp | 702.22%-720.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,086 | $3,273-66.8% | $3,008-63.9% | $4,741-77.1% |
| Participant deferral / active EE | $2,689 | $4,802-44.0% | $4,395-38.8% | $6,401-58.0% |
| Admin fee / account holder | $1,845 | $5,977-69.1% | $5,325-65.4% | $11,429-83.9% |