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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 | $11,669 | $133,981-91.3% | $112,249-89.6% | $134,532-91.3% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -18.77% | 47.16%-65.9pp | 27.48%-46.3pp | 418.27%-437.0pp |
| Employer contribution / active EE | $874 | $4,040-78.4% | $3,636-76.0% | $4,741-81.6% |
| Participant deferral / active EE | $1,984 | $5,292-62.5% | $4,729-58.0% | $6,401-69.0% |
| Admin fee / account holder | $311 | $7,492-95.9% | $6,412-95.2% | $11,429-97.3% |