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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 | $34,885 | $54,355-35.8% | $82,744-57.8% | $68,486-49.1% |
| Participation rate | 51.9% | 63.9%-12.1pp | 72.6%-20.7pp | 67.9%-16.0pp |
| Annual return | -19.35% | -13.67%-5.7pp | 702.22%-721.6pp | -7.85%-11.5pp |
| Employer contribution / active EE | $885 | $2,219-60.1% | $3,008-70.6% | $2,597-65.9% |
| Participant deferral / active EE | $3,500 | $3,246+7.8% | $4,395-20.4% | $4,028-13.1% |
| Admin fee / account holder | $924 | $4,397-79.0% | $5,325-82.7% | $5,404-82.9% |