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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 | $31,388 | $32,117-2.3% | $71,086-55.8% | $64,173-51.1% |
| Participation rate | 10.7% | 42.7%-32.0pp | 54.7%-43.9pp | 69.6%-58.9pp |
| Annual return | -8.33% | -5.57%-2.8pp | 650.59%-658.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $753 | $712+5.7% | $1,088-30.8% | $2,381-68.4% |
| Participant deferral / active EE | $812 | $1,263-35.7% | $1,874-56.7% | $3,470-76.6% |
| Admin fee / account holder | $1,024 | $2,759-62.9% | $3,082-66.8% | $4,887-79.0% |