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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 | $40,574 | $49,177-17.5% | $79,467-48.9% | $64,173-36.8% |
| Participation rate | 33.8% | 65.0%-31.2pp | 73.3%-39.5pp | 69.6%-35.7pp |
| Annual return | -5.02% | -1.16%-3.9pp | 718.30%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $613 | $2,076-70.5% | $2,800-78.1% | $2,381-74.3% |
| Participant deferral / active EE | $1,810 | $2,821-35.9% | $3,704-51.1% | $3,470-47.8% |
| Admin fee / account holder | $2,415 | $3,839-37.1% | $5,104-52.7% | $4,887-50.6% |