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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 | $28,737 | $48,274-40.5% | $63,244-54.6% | $59,633-51.8% |
| Participation rate | 50.6% | 66.3%-15.7pp | 71.0%-20.4pp | 68.7%-18.0pp |
| Annual return | -2.21% | -240.79%+238.6pp | -70.31%+68.1pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $720 | $1,586-54.6% | $2,322-69.0% | $2,203-67.3% |
| Participant deferral / active EE | $1,163 | $2,343-50.4% | $2,953-60.6% | $3,192-63.6% |
| Admin fee / account holder | $380 | $3,600-89.4% | $5,893-93.5% | $4,297-91.1% |