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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 | $52,380 | $54,370-3.7% | $82,763-36.7% | $68,490-23.5% |
| Participation rate | 35.9% | 63.9%-28.0pp | 72.6%-36.6pp | 67.9%-32.0pp |
| Annual return | -14.12% | -13.67%-0.4pp | 702.45%-716.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $278 | $2,219-87.5% | $3,008-90.8% | $2,597-89.3% |
| Participant deferral / active EE | $1,464 | $3,247-54.9% | $4,395-66.7% | $4,028-63.7% |
| Admin fee / account holder | $1,567 | $4,398-64.4% | $5,325-70.6% | $5,403-71.0% |