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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 | $9,983 | $27,632-63.9% | $61,399-83.7% | $68,495-85.4% |
| Participation rate | 34.5% | 39.5%-5.0pp | 52.6%-18.1pp | 67.9%-33.4pp |
| Annual return | -16.93% | -13.24%-3.7pp | 338.81%-355.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $361 | $696-48.1% | $1,159-68.9% | $2,596-86.1% |
| Participant deferral / active EE | $853 | $1,264-32.5% | $2,124-59.9% | $4,028-78.8% |
| Admin fee / account holder | $1,018 | $2,010-49.4% | $2,131-52.2% | $5,403-81.2% |