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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 | $13,643 | $75,962-82.0% | $154,108-91.1% | $64,173-78.7% |
| Participation rate | 47.4% | 70.4%-23.0pp | 83.0%-35.7pp | 69.6%-22.2pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $988 | $3,350-70.5% | $5,298-81.3% | $2,381-58.5% |
| Participant deferral / active EE | $1,479 | $3,175-53.4% | $5,081-70.9% | $3,470-57.4% |
| Admin fee / account holder | $1,197 | $5,589-78.6% | $13,411-91.1% | $4,887-75.5% |