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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 | $57,196 | $75,962-24.7% | $154,111-62.9% | $64,173-10.9% |
| Participation rate | 37.0% | 70.4%-33.4pp | 83.0%-46.0pp | 69.6%-32.5pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.18%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $511 | $3,350-84.8% | $5,298-90.4% | $2,381-78.6% |
| Participant deferral / active EE | $1,802 | $3,175-43.3% | $5,081-64.5% | $3,470-48.1% |
| Admin fee / account holder | $1,476 | $5,589-73.6% | $13,411-89.0% | $4,887-69.8% |