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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 | $28,948 | $68,996-58.0% | $159,991-81.9% | $68,495-57.7% |
| Participation rate | 45.7% | 65.4%-19.8pp | 78.0%-32.3pp | 67.9%-22.2pp |
| Annual return | -15.90% | -9.65%-6.3pp | 408.82%-424.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $914 | $2,212-58.7% | $4,225-78.4% | $2,596-64.8% |
| Participant deferral / active EE | $2,816 | $4,211-33.1% | $6,183-54.5% | $4,028-30.1% |
| Admin fee / account holder | $845 | $4,797-82.4% | $8,715-90.3% | $5,403-84.4% |