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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 | $29,119 | $45,152-35.5% | $73,836-60.6% | $59,633-51.2% |
| Participation rate | 52.6% | 64.0%-11.4pp | 73.4%-20.8pp | 68.7%-16.0pp |
| Annual return | -2.44% | 27.40%-29.8pp | 2268.06%-2270.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $607 | $1,901-68.1% | $2,787-78.2% | $2,203-72.5% |
| Participant deferral / active EE | $1,469 | $2,573-42.9% | $3,583-59.0% | $3,192-54.0% |
| Admin fee / account holder | $844 | $3,515-76.0% | $4,882-82.7% | $4,297-80.4% |