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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 | $20,994 | $30,732-31.7% | $59,496-64.7% | $59,633-64.8% |
| Participation rate | 50.0% | 43.2%+6.8pp | 54.6%-4.6pp | 68.7%-18.7pp |
| Annual return | -2.98% | 4.47%-7.4pp | 182.05%-185.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $560 | $631-11.3% | $1,153-51.5% | $2,203-74.6% |
| Participant deferral / active EE | $1,733 | $1,183+46.5% | $1,829-5.3% | $3,192-45.7% |
| Admin fee / account holder | $547 | $2,136-74.4% | $2,232-75.5% | $4,297-87.3% |