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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 | $29,919 | $45,566-34.3% | $64,105-53.3% | $59,633-49.8% |
| Participation rate | 53.2% | 60.2%-7.0pp | 68.2%-15.0pp | 68.7%-15.5pp |
| Annual return | -2.81% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $196 | $934-79.0% | $1,820-89.2% | $2,203-91.1% |
| Participant deferral / active EE | $1,312 | $2,057-36.2% | $2,822-53.5% | $3,192-58.9% |
| Admin fee / account holder | $3,416 | $3,268+4.5% | $4,499-24.1% | $4,297-20.5% |