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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 | $29,979 | $57,352-47.7% | $83,830-64.2% | $64,173-53.3% |
| Participation rate | 51.8% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.8pp |
| Annual return | -6.27% | 11.38%-17.7pp | 850.97%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $716 | $2,546-71.9% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $1,425 | $2,993-52.4% | $4,082-65.1% | $3,470-58.9% |
| Admin fee / account holder | $725 | $4,046-82.1% | $5,479-86.8% | $4,887-85.2% |