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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 | $15,102 | $54,355-72.2% | $82,744-81.7% | $68,486-77.9% |
| Participation rate | 25.7% | 63.9%-38.2pp | 72.6%-46.8pp | 67.9%-42.2pp |
| Annual return | -18.34% | -13.67%-4.7pp | 702.22%-720.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $298 | $2,219-86.6% | $3,008-90.1% | $2,597-88.5% |
| Participant deferral / active EE | $1,960 | $3,246-39.6% | $4,395-55.4% | $4,028-51.3% |
| Admin fee / account holder | $3,062 | $4,397-30.4% | $5,325-42.5% | $5,404-43.3% |