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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 | $35,673 | $57,352-37.8% | $83,830-57.4% | $64,173-44.4% |
| Participation rate | 30.4% | 68.6%-38.2pp | 76.1%-45.8pp | 69.6%-39.2pp |
| Annual return | -8.16% | 11.38%-19.5pp | 850.97%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $625 | $2,546-75.4% | $3,631-82.8% | $2,381-73.7% |
| Participant deferral / active EE | $1,314 | $2,993-56.1% | $4,082-67.8% | $3,470-62.1% |
| Admin fee / account holder | $599 | $4,046-85.2% | $5,479-89.1% | $4,887-87.7% |