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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 | $23,222 | $54,370-57.3% | $82,763-71.9% | $68,490-66.1% |
| Participation rate | 36.8% | 63.9%-27.1pp | 72.6%-35.7pp | 67.9%-31.1pp |
| Annual return | -18.66% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $662 | $2,219-70.1% | $3,008-78.0% | $2,597-74.5% |
| Participant deferral / active EE | $1,668 | $3,247-48.6% | $4,395-62.0% | $4,028-58.6% |
| Admin fee / account holder | $2,976 | $4,398-32.3% | $5,325-44.1% | $5,403-44.9% |