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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 | $24,392 | $152,542-84.0% | $117,498-79.2% | $134,509-81.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -17.08% | 53.02%-70.1pp | 29.75%-46.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $716 | $5,574-87.2% | $4,178-82.9% | $4,741-84.9% |
| Participant deferral / active EE | $3,166 | $4,819-34.3% | $4,071-22.2% | $6,400-50.5% |
| Admin fee / account holder | $336 | $7,006-95.2% | $5,646-94.0% | $11,427-97.1% |