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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 | $28,635 | $49,177-41.8% | $79,467-64.0% | $64,173-55.4% |
| Participation rate | 46.9% | 65.0%-18.2pp | 73.3%-26.5pp | 69.6%-22.7pp |
| Annual return | -6.01% | -1.16%-4.9pp | 718.30%-724.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $770 | $2,076-62.9% | $2,800-72.5% | $2,381-67.6% |
| Participant deferral / active EE | $1,282 | $2,821-54.6% | $3,704-65.4% | $3,470-63.1% |
| Admin fee / account holder | $437 | $3,839-88.6% | $5,104-91.4% | $4,887-91.1% |