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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 | $44,469 | $49,177-9.6% | $79,476-44.0% | $64,181-30.7% |
| Participation rate | 34.3% | 65.0%-30.7pp | 73.3%-39.1pp | 69.6%-35.3pp |
| Annual return | -7.82% | -1.16%-6.7pp | 718.21%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $302 | $2,076-85.4% | $2,800-89.2% | $2,381-87.3% |
| Participant deferral / active EE | $2,476 | $2,821-12.2% | $3,704-33.2% | $3,470-28.6% |
| Admin fee / account holder | $317 | $3,839-91.8% | $5,113-93.8% | $4,887-93.5% |