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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 | $17,486 | $93,117-81.2% | $77,096-77.3% | $134,532-87.0% |
| Participation rate | 38.5% | 74.5%-36.0pp | 67.9%-29.5pp | 81.2%-42.8pp |
| Annual return | -20.07% | 62.67%-82.7pp | 42.35%-62.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,857 | $3,420-45.7% | $2,814-34.0% | $4,741-60.8% |
| Participant deferral / active EE | $3,847 | $5,241-26.6% | $4,429-13.1% | $6,401-39.9% |
| Admin fee / account holder | $331 | $6,948-95.2% | $5,428-93.9% | $11,429-97.1% |