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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 | $29,209 | $82,674-64.7% | $125,381-76.7% | $68,486-57.4% |
| Participation rate | 31.8% | 75.1%-43.2pp | 82.4%-50.6pp | 67.9%-36.1pp |
| Annual return | -19.24% | -5.97%-13.3pp | 572.31%-591.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,177 | $3,382-65.2% | $4,815-75.6% | $2,597-54.7% |
| Participant deferral / active EE | $3,325 | $6,111-45.6% | $7,448-55.4% | $4,028-17.4% |
| Admin fee / account holder | $397 | $6,277-93.7% | $10,007-96.0% | $5,404-92.6% |