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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 | $39,537 | $54,355-27.3% | $82,744-52.2% | $68,486-42.3% |
| Participation rate | 43.2% | 63.9%-20.7pp | 72.6%-29.4pp | 67.9%-24.7pp |
| Annual return | -16.25% | -13.67%-2.6pp | 702.22%-718.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $855 | $2,219-61.4% | $3,008-71.6% | $2,597-67.1% |
| Participant deferral / active EE | $2,046 | $3,246-37.0% | $4,395-53.5% | $4,028-49.2% |
| Admin fee / account holder | $1,589 | $4,397-63.9% | $5,325-70.2% | $5,404-70.6% |