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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 | $12,558 | $54,370-76.9% | $82,763-84.8% | $68,490-81.7% |
| Participation rate | 31.8% | 63.9%-32.1pp | 72.6%-40.7pp | 67.9%-36.1pp |
| Annual return | -13.68% | -13.67%0pp | 702.45%-716.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $554 | $2,219-75.0% | $3,008-81.6% | $2,597-78.7% |
| Participant deferral / active EE | $1,650 | $3,247-49.2% | $4,395-62.4% | $4,028-59.0% |
| Admin fee / account holder | $1,461 | $4,398-66.8% | $5,325-72.6% | $5,403-73.0% |