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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 | $42,440 | $49,177-13.7% | $79,467-46.6% | $64,173-33.9% |
| Participation rate | 25.9% | 65.0%-39.1pp | 73.3%-47.4pp | 69.6%-43.6pp |
| Annual return | -6.16% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $570 | $2,076-72.6% | $2,800-79.6% | $2,381-76.1% |
| Participant deferral / active EE | $1,420 | $2,821-49.7% | $3,704-61.7% | $3,470-59.1% |
| Admin fee / account holder | $15,264 | $3,839+297.6% | $5,104+199.1% | $4,887+212.3% |