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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 | $19,275 | $92,766-79.2% | $82,763-76.7% | $134,545-85.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -5.62% | 946.97%-952.6pp | 702.45%-708.1pp | 418.37%-424.0pp |
| Employer contribution / active EE | $1,535 | $3,273-53.1% | $3,008-49.0% | $4,742-67.6% |
| Participant deferral / active EE | $2,541 | $4,802-47.1% | $4,395-42.2% | $6,401-60.3% |
| Admin fee / account holder | $570 | $5,978-90.5% | $5,325-89.3% | $11,431-95.0% |