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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 | $34,462 | $59,105-41.7% | $159,991-78.5% | $66,930-48.5% |
| Participation rate | 27.6% | 68.1%-40.5pp | 78.0%-50.4pp | 69.8%-42.2pp |
| Annual return | -15.70% | -12.26%-3.4pp | 408.82%-424.5pp | 1.57%-17.3pp |
| Employer contribution / active EE | $709 | $1,983-64.2% | $4,225-83.2% | $2,545-72.1% |
| Participant deferral / active EE | $1,813 | $4,395-58.7% | $6,183-70.7% | $4,238-57.2% |
| Admin fee / account holder | $441 | $591-25.3% | $8,715-94.9% | $593-25.7% |