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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 | $19,203 | $45,152-57.5% | $73,835-74.0% | $59,633-67.8% |
| Participation rate | 45.7% | 64.0%-18.3pp | 73.4%-27.8pp | 68.7%-23.0pp |
| Annual return | -1.15% | 27.40%-28.6pp | 2268.13%-2269.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $395 | $1,901-79.2% | $2,788-85.8% | $2,203-82.1% |
| Participant deferral / active EE | $1,010 | $2,573-60.7% | $3,583-71.8% | $3,192-68.4% |
| Admin fee / account holder | $1,500 | $3,515-57.3% | $4,880-69.3% | $4,297-65.1% |