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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 | $22,403 | $75,962-70.5% | $154,108-85.5% | $64,173-65.1% |
| Participation rate | 67.8% | 70.4%-2.6pp | 83.0%-15.2pp | 69.6%-1.8pp |
| Annual return | -6.31% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $895 | $3,350-73.3% | $5,298-83.1% | $2,381-62.4% |
| Participant deferral / active EE | $2,295 | $3,175-27.7% | $5,081-54.8% | $3,470-33.8% |
| Admin fee / account holder | $4,275 | $5,589-23.5% | $13,411-68.1% | $4,887-12.5% |