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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 | $18,344 | $75,962-75.9% | $154,111-88.1% | $64,173-71.4% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -7.46% | 30.32%-37.8pp | 735.18%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $827 | $3,350-75.3% | $5,298-84.4% | $2,381-65.3% |
| Participant deferral / active EE | $1,473 | $3,175-53.6% | $5,081-71.0% | $3,470-57.6% |
| Admin fee / account holder | $2,416 | $5,589-56.8% | $13,411-82.0% | $4,887-50.6% |