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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 | $12,653 | $47,977-73.6% | $154,108-91.8% | $56,289-77.5% |
| Participation rate | 38.0% | 66.2%-28.2pp | 83.0%-45.1pp | 69.9%-31.9pp |
| Annual return | -5.10% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $445 | $2,169-79.5% | $5,298-91.6% | $2,111-78.9% |
| Participant deferral / active EE | $949 | $2,392-60.3% | $5,081-81.3% | $3,350-71.7% |
| Admin fee / account holder | $355 | $438-18.9% | $13,411-97.4% | $521-31.8% |