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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 | $41,466 | $93,117-55.5% | $77,096-46.2% | $134,532-69.2% |
| Participation rate | 21.7% | 74.5%-52.8pp | 67.9%-46.2pp | 81.2%-59.5pp |
| Annual return | -21.09% | 62.67%-83.8pp | 42.35%-63.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $505 | $3,420-85.2% | $2,814-82.0% | $4,741-89.3% |
| Participant deferral / active EE | $2,323 | $5,241-55.7% | $4,429-47.6% | $6,401-63.7% |
| Admin fee / account holder | $2,042 | $6,948-70.6% | $5,428-62.4% | $11,429-82.1% |