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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 | $27,680 | $45,566-39.3% | $64,105-56.8% | $59,633-53.6% |
| Participation rate | 40.7% | 60.2%-19.4pp | 68.2%-27.4pp | 68.7%-27.9pp |
| Annual return | -1.58% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,287 | $934+37.7% | $1,820-29.3% | $2,203-41.6% |
| Participant deferral / active EE | $3,452 | $2,057+67.9% | $2,822+22.4% | $3,192+8.2% |
| Admin fee / account holder | $4,857 | $3,268+48.6% | $4,499+7.9% | $4,297+13.0% |