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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 | $14,071 | $93,124-84.9% | $77,100-81.7% | $134,545-89.5% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.3pp | 81.2%-64.6pp |
| Annual return | -4.18% | 62.68%-66.9pp | 42.35%-46.5pp | 418.37%-422.5pp |
| Employer contribution / active EE | $890 | $3,421-74.0% | $2,815-68.4% | $4,742-81.2% |
| Participant deferral / active EE | $2,645 | $5,242-49.5% | $4,430-40.3% | $6,401-58.7% |
| Admin fee / account holder | $2,478 | $6,970-64.4% | $5,443-54.5% | $11,431-78.3% |