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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 | $17,298 | $93,098-81.4% | $77,081-77.6% | $134,509-87.1% |
| Participation rate | 38.9% | 74.5%-35.6pp | 67.9%-29.0pp | 81.2%-42.3pp |
| Annual return | -18.99% | 62.63%-81.6pp | 42.33%-61.3pp | 418.13%-437.1pp |
| Employer contribution / active EE | $828 | $3,419-75.8% | $2,813-70.6% | $4,741-82.5% |
| Participant deferral / active EE | $2,418 | $5,239-53.9% | $4,428-45.4% | $6,400-62.2% |
| Admin fee / account holder | $454 | $6,945-93.5% | $5,427-91.6% | $11,427-96.0% |