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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 | $30,130 | $75,962-60.3% | $154,111-80.4% | $64,173-53.0% |
| Participation rate | 35.4% | 70.4%-35.0pp | 83.0%-47.7pp | 69.6%-34.2pp |
| Annual return | -6.43% | 30.32%-36.7pp | 735.18%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $545 | $3,350-83.7% | $5,298-89.7% | $2,381-77.1% |
| Participant deferral / active EE | $1,413 | $3,175-55.5% | $5,081-72.2% | $3,470-59.3% |
| Admin fee / account holder | $1,141 | $5,589-79.6% | $13,411-91.5% | $4,887-76.7% |