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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 | $28,508 | $75,962-62.5% | $154,111-81.5% | $64,173-55.6% |
| Participation rate | 30.2% | 70.4%-40.2pp | 83.0%-52.8pp | 69.6%-39.3pp |
| Annual return | -7.19% | 30.32%-37.5pp | 735.18%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $615 | $3,350-81.6% | $5,298-88.4% | $2,381-74.2% |
| Participant deferral / active EE | $1,264 | $3,175-60.2% | $5,081-75.1% | $3,470-63.6% |
| Admin fee / account holder | $2,117 | $5,589-62.1% | $13,411-84.2% | $4,887-56.7% |