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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 | $34,223 | $75,959-54.9% | $154,114-77.8% | $64,181-46.7% |
| Participation rate | 44.8% | 70.4%-25.6pp | 83.0%-38.2pp | 69.6%-24.7pp |
| Annual return | -6.72% | 30.32%-37.0pp | 735.16%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $611 | $3,350-81.8% | $5,298-88.5% | $2,381-74.3% |
| Participant deferral / active EE | $1,470 | $3,175-53.7% | $5,081-71.1% | $3,470-57.6% |
| Admin fee / account holder | $2,715 | $5,589-51.4% | $13,411-79.8% | $4,887-44.5% |