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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 | $19,496 | $68,996-71.7% | $159,991-87.8% | $68,495-71.5% |
| Participation rate | 51.9% | 65.4%-13.6pp | 78.0%-26.1pp | 67.9%-16.0pp |
| Annual return | -15.39% | -9.65%-5.7pp | 408.82%-424.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $624 | $2,212-71.8% | $4,225-85.2% | $2,596-76.0% |
| Participant deferral / active EE | $2,148 | $4,211-49.0% | $6,183-65.3% | $4,028-46.7% |
| Admin fee / account holder | $4,986 | $4,797+3.9% | $8,715-42.8% | $5,403-7.7% |