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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 | $25,314 | $54,355-53.4% | $82,744-69.4% | $68,486-63.0% |
| Participation rate | 33.3% | 63.9%-30.6pp | 72.6%-39.2pp | 67.9%-34.6pp |
| Annual return | -16.81% | -13.67%-3.1pp | 702.22%-719.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $908 | $2,219-59.1% | $3,008-69.8% | $2,597-65.0% |
| Participant deferral / active EE | $2,286 | $3,246-29.6% | $4,395-48.0% | $4,028-43.3% |
| Admin fee / account holder | $1,350 | $4,397-69.3% | $5,325-74.7% | $5,404-75.0% |