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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 | $55,621 | $75,962-26.8% | $154,111-63.9% | $64,173-13.3% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $604 | $3,350-82.0% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $911 | $3,175-71.3% | $5,081-82.1% | $3,470-73.8% |
| Admin fee / account holder | $8,105 | $5,589+45.0% | $13,411-39.6% | $4,887+65.8% |