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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 | $36,996 | $54,370-32.0% | $82,763-55.3% | $68,490-46.0% |
| Participation rate | 46.6% | 63.9%-17.4pp | 72.6%-26.0pp | 67.9%-21.3pp |
| Annual return | -18.53% | -13.67%-4.9pp | 702.45%-721.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $907 | $2,219-59.1% | $3,008-69.8% | $2,597-65.1% |
| Participant deferral / active EE | $3,615 | $3,247+11.3% | $4,395-17.7% | $4,028-10.2% |
| Admin fee / account holder | $8,212 | $4,398+86.7% | $5,325+54.2% | $5,403+52.0% |