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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 | $36,851 | $84,551-56.4% | $61,452-40.0% | $134,532-72.6% |
| Participation rate | 5.3% | 62.2%-56.9pp | 52.6%-47.3pp | 81.2%-76.0pp |
| Annual return | -14.58% | 585.39%-600.0pp | 338.96%-353.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $523 | $1,545-66.2% | $1,160-54.9% | $4,741-89.0% |
| Participant deferral / active EE | $1,437 | $2,818-49.0% | $2,125-32.4% | $6,401-77.6% |
| Admin fee / account holder | $754 | $2,587-70.9% | $2,131-64.6% | $11,429-93.4% |