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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 | $5,613 | $27,639-79.7% | $61,501-90.9% | $68,490-91.8% |
| Participation rate | 27.1% | 39.5%-12.4pp | 52.6%-25.5pp | 67.9%-40.8pp |
| Annual return | -20.34% | -13.19%-7.1pp | 339.04%-359.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $649 | $1,264-48.6% | $2,125-69.4% | $4,028-83.9% |
| Admin fee / account holder | $374 | $2,012-81.4% | $2,132-82.4% | $5,403-93.1% |