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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 | $28,404 | $75,959-62.6% | $154,114-81.6% | $64,181-55.7% |
| Participation rate | 30.8% | 70.4%-39.6pp | 83.0%-52.3pp | 69.6%-38.8pp |
| Annual return | -1.65% | 30.32%-32.0pp | 735.16%-736.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $537 | $3,350-84.0% | $5,298-89.9% | $2,381-77.4% |
| Participant deferral / active EE | $1,748 | $3,175-45.0% | $5,081-65.6% | $3,470-49.6% |
| Admin fee / account holder | $948 | $5,589-83.0% | $13,411-92.9% | $4,887-80.6% |