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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 | $13,281 | $49,177-73.0% | $79,466-83.3% | $64,173-79.3% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.3%-7.7pp | 69.6%-3.9pp |
| Annual return | -6.40% | -1.16%-5.2pp | 718.28%-724.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $489 | $2,076-76.5% | $2,800-82.6% | $2,381-79.5% |
| Participant deferral / active EE | $2,193 | $2,821-22.3% | $3,704-40.8% | $3,470-36.8% |
| Admin fee / account holder | $3,515 | $3,839-8.4% | $5,104-31.1% | $4,887-28.1% |