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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 | $39,619 | $54,357-27.1% | $82,706-52.1% | $68,495-42.2% |
| Participation rate | 53.5% | 63.9%-10.4pp | 72.6%-19.1pp | 67.9%-14.4pp |
| Annual return | -17.47% | -13.67%-3.8pp | 701.76%-719.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $627 | $2,218-71.7% | $3,007-79.1% | $2,596-75.8% |
| Participant deferral / active EE | $2,581 | $3,246-20.5% | $4,394-41.3% | $4,028-35.9% |
| Admin fee / account holder | $3,628 | $4,396-17.5% | $5,329-31.9% | $5,403-32.9% |