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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 | $28,199 | $49,177-42.7% | $79,476-64.5% | $64,181-56.1% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.6%-14.7pp |
| Annual return | -7.40% | -1.16%-6.2pp | 718.21%-725.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $821 | $2,076-60.5% | $2,800-70.7% | $2,381-65.5% |
| Participant deferral / active EE | $2,579 | $2,821-8.6% | $3,704-30.4% | $3,470-25.7% |
| Admin fee / account holder | $536 | $3,839-86.0% | $5,113-89.5% | $4,887-89.0% |