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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 | $43,746 | $75,962-42.4% | $154,111-71.6% | $64,173-31.8% |
| Participation rate | 50.8% | 70.4%-19.6pp | 83.0%-32.2pp | 69.6%-18.7pp |
| Annual return | -6.68% | 30.32%-37.0pp | 735.18%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $977 | $3,350-70.8% | $5,298-81.5% | $2,381-58.9% |
| Participant deferral / active EE | $1,793 | $3,175-43.5% | $5,081-64.7% | $3,470-48.3% |
| Admin fee / account holder | $1,673 | $5,589-70.1% | $13,411-87.5% | $4,887-65.8% |