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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 | $31,832 | $51,226-37.9% | $82,706-61.5% | $66,930-52.4% |
| Participation rate | 52.4% | 67.9%-15.4pp | 72.6%-20.1pp | 69.8%-17.4pp |
| Annual return | -17.81% | -9.61%-8.2pp | 701.76%-719.6pp | 1.57%-19.4pp |
| Employer contribution / active EE | $828 | $2,612-68.3% | $3,007-72.5% | $2,545-67.5% |
| Participant deferral / active EE | $1,078 | $3,460-68.8% | $4,394-75.5% | $4,238-74.6% |
| Admin fee / account holder | $537 | $416+29.3% | $5,329-89.9% | $593-9.5% |