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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 | $21,313 | $75,962-71.9% | $154,108-86.2% | $64,173-66.8% |
| Participation rate | 40.7% | 70.4%-29.7pp | 83.0%-42.3pp | 69.6%-28.8pp |
| Annual return | -7.45% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $664 | $3,350-80.2% | $5,298-87.5% | $2,381-72.1% |
| Participant deferral / active EE | $2,566 | $3,175-19.2% | $5,081-49.5% | $3,470-26.1% |
| Admin fee / account holder | $3,626 | $5,589-35.1% | $13,411-73.0% | $4,887-25.8% |