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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 | $19,819 | $68,996-71.3% | $159,991-87.6% | $68,495-71.1% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 67.9%-10.7pp |
| Annual return | -9.23% | -9.65%+0.4pp | 408.82%-418.0pp | -7.84%-1.4pp |
| Employer contribution / active EE | $742 | $2,212-66.5% | $4,225-82.4% | $2,596-71.4% |
| Participant deferral / active EE | $2,607 | $4,211-38.1% | $6,183-57.8% | $4,028-35.3% |
| Admin fee / account holder | $1,525 | $4,797-68.2% | $8,715-82.5% | $5,403-71.8% |