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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 | $33,824 | $57,352-41.0% | $83,831-59.7% | $64,173-47.3% |
| Participation rate | 48.8% | 68.6%-19.8pp | 76.1%-27.4pp | 69.6%-20.8pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $598 | $2,546-76.5% | $3,631-83.5% | $2,381-74.9% |
| Participant deferral / active EE | $1,924 | $2,993-35.7% | $4,082-52.9% | $3,470-44.5% |
| Admin fee / account holder | $1,340 | $4,046-66.9% | $5,479-75.5% | $4,887-72.6% |