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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 | $34,264 | $49,177-30.3% | $79,467-56.9% | $64,173-46.6% |
| Participation rate | 52.4% | 65.0%-12.6pp | 73.3%-21.0pp | 69.6%-17.2pp |
| Annual return | -2.31% | -1.16%-1.1pp | 718.30%-720.6pp | 7.63%-9.9pp |
| Employer contribution / active EE | $324 | $2,076-84.4% | $2,800-88.4% | $2,381-86.4% |
| Participant deferral / active EE | $1,612 | $2,821-42.9% | $3,704-56.5% | $3,470-53.5% |
| Admin fee / account holder | $3,329 | $3,839-13.3% | $5,104-34.8% | $4,887-31.9% |