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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 | $54,577 | $54,355+0.4% | $82,744-34.0% | $68,486-20.3% |
| Participation rate | 32.9% | 63.9%-31.1pp | 72.6%-39.7pp | 67.9%-35.0pp |
| Annual return | -9.65% | -13.67%+4.0pp | 702.22%-711.9pp | -7.85%-1.8pp |
| Employer contribution / active EE | $676 | $2,219-69.5% | $3,008-77.5% | $2,597-74.0% |
| Participant deferral / active EE | $2,236 | $3,246-31.1% | $4,395-49.1% | $4,028-44.5% |
| Admin fee / account holder | $641 | $4,397-85.4% | $5,325-88.0% | $5,404-88.1% |