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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 | $27,021 | $75,962-64.4% | $154,108-82.5% | $64,173-57.9% |
| Participation rate | 28.2% | 70.4%-42.2pp | 83.0%-54.8pp | 69.6%-41.3pp |
| Annual return | -4.47% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $726 | $3,350-78.3% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,499 | $3,175-52.8% | $5,081-70.5% | $3,470-56.8% |
| Admin fee / account holder | $988 | $5,589-82.3% | $13,411-92.6% | $4,887-79.8% |