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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 | $21,473 | $54,355-60.5% | $82,744-74.0% | $68,486-68.6% |
| Participation rate | 32.4% | 63.9%-31.5pp | 72.6%-40.1pp | 67.9%-35.5pp |
| Annual return | -18.96% | -13.67%-5.3pp | 702.22%-721.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $920 | $2,219-58.5% | $3,008-69.4% | $2,597-64.6% |
| Participant deferral / active EE | $1,185 | $3,246-63.5% | $4,395-73.0% | $4,028-70.6% |
| Admin fee / account holder | $457 | $4,397-89.6% | $5,325-91.4% | $5,404-91.5% |