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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 | $20,791 | $75,962-72.6% | $154,108-86.5% | $64,173-67.6% |
| Participation rate | 57.6% | 70.4%-12.8pp | 83.0%-25.4pp | 69.6%-11.9pp |
| Annual return | -3.60% | 30.32%-33.9pp | 735.21%-738.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $697 | $3,350-79.2% | $5,298-86.8% | $2,381-70.7% |
| Participant deferral / active EE | $2,516 | $3,175-20.7% | $5,081-50.5% | $3,470-27.5% |
| Admin fee / account holder | $482 | $5,589-91.4% | $13,411-96.4% | $4,887-90.1% |