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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 | $19,434 | $54,370-64.3% | $82,763-76.5% | $68,490-71.6% |
| Participation rate | 47.7% | 63.9%-16.2pp | 72.6%-24.8pp | 67.9%-20.2pp |
| Annual return | -16.44% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $363 | $2,219-83.6% | $3,008-87.9% | $2,597-86.0% |
| Participant deferral / active EE | $1,065 | $3,247-67.2% | $4,395-75.8% | $4,028-73.6% |
| Admin fee / account holder | $945 | $4,398-78.5% | $5,325-82.3% | $5,403-82.5% |