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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 | $29,821 | $49,177-39.4% | $79,467-62.5% | $64,173-53.5% |
| Participation rate | 41.3% | 65.0%-23.7pp | 73.3%-32.0pp | 69.6%-28.2pp |
| Annual return | -5.12% | -1.16%-4.0pp | 718.30%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $607 | $2,076-70.8% | $2,800-78.3% | $2,381-74.5% |
| Participant deferral / active EE | $2,672 | $2,821-5.3% | $3,704-27.9% | $3,470-23.0% |
| Admin fee / account holder | $2,074 | $3,839-46.0% | $5,104-59.4% | $4,887-57.6% |