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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 | $24,570 | $49,177-50.0% | $79,466-69.1% | $64,173-61.7% |
| Participation rate | 40.9% | 65.0%-24.1pp | 73.3%-32.4pp | 69.6%-28.7pp |
| Annual return | -4.04% | -1.16%-2.9pp | 718.28%-722.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $514 | $2,076-75.2% | $2,800-81.6% | $2,381-78.4% |
| Participant deferral / active EE | $1,602 | $2,821-43.2% | $3,704-56.7% | $3,470-53.8% |
| Admin fee / account holder | $4,316 | $3,839+12.4% | $5,104-15.4% | $4,887-11.7% |