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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 | $47,846 | $54,370-12.0% | $82,763-42.2% | $68,490-30.1% |
| Participation rate | 34.6% | 63.9%-29.4pp | 72.6%-38.0pp | 67.9%-33.3pp |
| Annual return | -15.14% | -13.67%-1.5pp | 702.45%-717.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $860 | $2,219-61.3% | $3,008-71.4% | $2,597-66.9% |
| Participant deferral / active EE | $1,887 | $3,247-41.9% | $4,395-57.1% | $4,028-53.1% |
| Admin fee / account holder | $3,142 | $4,398-28.6% | $5,325-41.0% | $5,403-41.9% |