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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 | $21,826 | $75,962-71.3% | $154,111-85.8% | $64,173-66.0% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -7.94% | 30.32%-38.3pp | 735.18%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $512 | $3,350-84.7% | $5,298-90.3% | $2,381-78.5% |
| Participant deferral / active EE | $1,860 | $3,175-41.4% | $5,081-63.4% | $3,470-46.4% |
| Admin fee / account holder | $4,275 | $5,589-23.5% | $13,411-68.1% | $4,887-12.5% |