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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 | $14,044 | $49,177-71.4% | $79,466-82.3% | $64,173-78.1% |
| Participation rate | 45.7% | 65.0%-19.4pp | 73.3%-27.7pp | 69.6%-23.9pp |
| Annual return | -7.84% | -1.16%-6.7pp | 718.28%-726.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $927 | $2,076-55.3% | $2,800-66.9% | $2,381-61.0% |
| Participant deferral / active EE | $1,215 | $2,821-56.9% | $3,704-67.2% | $3,470-65.0% |
| Admin fee / account holder | $2,131 | $3,839-44.5% | $5,104-58.3% | $4,887-56.4% |