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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 | $40,298 | $54,357-25.9% | $82,706-51.3% | $68,495-41.2% |
| Participation rate | 44.0% | 63.9%-19.9pp | 72.6%-28.6pp | 67.9%-23.9pp |
| Annual return | -12.43% | -13.67%+1.2pp | 701.76%-714.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $604 | $2,218-72.8% | $3,007-79.9% | $2,596-76.7% |
| Participant deferral / active EE | $2,206 | $3,246-32.0% | $4,394-49.8% | $4,028-45.2% |
| Admin fee / account holder | $15,032 | $4,396+241.9% | $5,329+182.1% | $5,403+178.2% |