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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 | $19,298 | $75,959-74.6% | $154,114-87.5% | $64,181-69.9% |
| Participation rate | 53.0% | 70.4%-17.4pp | 83.0%-30.0pp | 69.6%-16.5pp |
| Annual return | -6.30% | 30.32%-36.6pp | 735.16%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $591 | $3,350-82.3% | $5,298-88.8% | $2,381-75.2% |
| Participant deferral / active EE | $1,078 | $3,175-66.0% | $5,081-78.8% | $3,470-68.9% |
| Admin fee / account holder | $2,351 | $5,589-57.9% | $13,411-82.5% | $4,887-51.9% |