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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 | $28,280 | $57,352-50.7% | $83,830-66.3% | $64,173-55.9% |
| Participation rate | 52.6% | 68.6%-16.0pp | 76.1%-23.6pp | 69.6%-17.0pp |
| Annual return | -7.01% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $583 | $2,546-77.1% | $3,631-83.9% | $2,381-75.5% |
| Participant deferral / active EE | $1,431 | $2,993-52.2% | $4,082-64.9% | $3,470-58.7% |
| Admin fee / account holder | $5,980 | $4,046+47.8% | $5,479+9.1% | $4,887+22.4% |