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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 | $13,182 | $93,117-85.8% | $77,096-82.9% | $134,532-90.2% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -19.95% | 62.67%-82.6pp | 42.35%-62.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $964 | $3,420-71.8% | $2,814-65.8% | $4,741-79.7% |
| Participant deferral / active EE | $2,181 | $5,241-58.4% | $4,429-50.7% | $6,401-65.9% |
| Admin fee / account holder | $658 | $6,948-90.5% | $5,428-87.9% | $11,429-94.2% |