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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 | $36,245 | $54,357-33.3% | $82,706-56.2% | $68,495-47.1% |
| Participation rate | 33.8% | 63.9%-30.1pp | 72.6%-38.7pp | 67.9%-34.1pp |
| Annual return | -14.26% | -13.67%-0.6pp | 701.76%-716.0pp | -7.84%-6.4pp |
| Employer contribution / active EE | $689 | $2,218-68.9% | $3,007-77.1% | $2,596-73.5% |
| Participant deferral / active EE | $1,943 | $3,246-40.1% | $4,394-55.8% | $4,028-51.8% |
| Admin fee / account holder | $877 | $4,396-80.0% | $5,329-83.5% | $5,403-83.8% |