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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 | $39,908 | $75,962-47.5% | $154,108-74.1% | $64,173-37.8% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.21%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $872 | $3,350-74.0% | $5,298-83.5% | $2,381-63.4% |
| Participant deferral / active EE | $1,246 | $3,175-60.8% | $5,081-75.5% | $3,470-64.1% |
| Admin fee / account holder | $7,673 | $5,589+37.3% | $13,411-42.8% | $4,887+57.0% |