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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 | $39,385 | $54,370-27.6% | $82,763-52.4% | $68,490-42.5% |
| Participation rate | 45.2% | 63.9%-18.8pp | 72.6%-27.4pp | 67.9%-22.7pp |
| Annual return | -18.61% | -13.67%-4.9pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $432 | $2,219-80.6% | $3,008-85.7% | $2,597-83.4% |
| Participant deferral / active EE | $1,303 | $3,247-59.9% | $4,395-70.4% | $4,028-67.7% |
| Admin fee / account holder | $19,067 | $4,398+333.5% | $5,325+258.1% | $5,403+252.9% |