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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 | $31,387 | $27,632+13.6% | $61,399-48.9% | $68,495-54.2% |
| Participation rate | 14.5% | 39.5%-25.0pp | 52.6%-38.1pp | 67.9%-53.4pp |
| Annual return | -19.19% | -13.24%-6.0pp | 338.81%-358.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $190 | $696-72.7% | $1,159-83.6% | $2,596-92.7% |
| Participant deferral / active EE | $824 | $1,264-34.8% | $2,124-61.2% | $4,028-79.5% |
| Admin fee / account holder | $712 | $2,010-64.6% | $2,131-66.6% | $5,403-86.8% |