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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 | $31,349 | $41,854-25.1% | $73,836-57.5% | $52,331-40.1% |
| Participation rate | 33.3% | 66.2%-32.9pp | 73.4%-40.1pp | 68.1%-34.8pp |
| Annual return | -1.14% | 2.11%-3.3pp | 2268.06%-2269.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $371 | $1,920-80.7% | $2,787-86.7% | $1,882-80.3% |
| Participant deferral / active EE | $1,040 | $2,498-58.4% | $3,583-71.0% | $3,022-65.6% |
| Admin fee / account holder | $1,516 | $493+207.8% | $4,882-68.9% | $592+156.3% |