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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 | $5,364 | $84,628-93.7% | $61,501-91.3% | $134,545-96.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -21.30% | 585.61%-606.9pp | 339.04%-360.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,291 | $1,545-16.4% | $1,160+11.3% | $4,742-72.8% |
| Participant deferral / active EE | $1,340 | $2,819-52.5% | $2,125-36.9% | $6,401-79.1% |
| Admin fee / account holder | $736 | $2,587-71.6% | $2,132-65.5% | $11,431-93.6% |