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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 | $28,968 | $93,117-68.9% | $77,096-62.4% | $134,532-78.5% |
| Participation rate | 41.2% | 74.5%-33.3pp | 67.9%-26.7pp | 81.2%-40.1pp |
| Annual return | -8.83% | 62.67%-71.5pp | 42.35%-51.2pp | 418.27%-427.1pp |
| Employer contribution / active EE | $938 | $3,420-72.6% | $2,814-66.7% | $4,741-80.2% |
| Participant deferral / active EE | $2,089 | $5,241-60.1% | $4,429-52.8% | $6,401-67.4% |
| Admin fee / account holder | $427 | $6,948-93.9% | $5,428-92.1% | $11,429-96.3% |