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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 | $21,949 | $49,177-55.4% | $79,467-72.4% | $64,173-65.8% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.6%-38.5pp |
| Annual return | -6.37% | -1.16%-5.2pp | 718.30%-724.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $257 | $2,076-87.6% | $2,800-90.8% | $2,381-89.2% |
| Participant deferral / active EE | $1,913 | $2,821-32.2% | $3,704-48.3% | $3,470-44.9% |
| Admin fee / account holder | $584 | $3,839-84.8% | $5,104-88.6% | $4,887-88.0% |