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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 | $34,111 | $82,674-58.7% | $125,381-72.8% | $68,486-50.2% |
| Participation rate | 23.4% | 75.1%-51.6pp | 82.4%-59.0pp | 67.9%-44.5pp |
| Annual return | -15.44% | -5.97%-9.5pp | 572.31%-587.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $838 | $3,382-75.2% | $4,815-82.6% | $2,597-67.7% |
| Participant deferral / active EE | $3,238 | $6,111-47.0% | $7,448-56.5% | $4,028-19.6% |
| Admin fee / account holder | $582 | $6,277-90.7% | $10,007-94.2% | $5,404-89.2% |