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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 | $35,425 | $75,959-53.4% | $154,114-77.0% | $64,181-44.8% |
| Participation rate | 40.4% | 70.4%-30.1pp | 83.0%-42.7pp | 69.6%-29.2pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.16%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $739 | $3,350-77.9% | $5,298-86.0% | $2,381-69.0% |
| Participant deferral / active EE | $1,529 | $3,175-51.8% | $5,081-69.9% | $3,470-55.9% |
| Admin fee / account holder | $319 | $5,589-94.3% | $13,411-97.6% | $4,887-93.5% |