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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 | $46,573 | $92,743-49.8% | $82,744-43.7% | $134,532-65.4% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.6%-49.8pp | 81.2%-58.5pp |
| Annual return | -16.99% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $444 | $3,273-86.4% | $3,008-85.3% | $4,741-90.6% |
| Participant deferral / active EE | $1,500 | $4,802-68.8% | $4,395-65.9% | $6,401-76.6% |
| Admin fee / account holder | $20,104 | $5,977+236.3% | $5,325+277.6% | $11,429+75.9% |