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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 | $27,913 | $54,357-48.6% | $82,706-66.3% | $68,495-59.2% |
| Participation rate | 41.2% | 63.9%-22.7pp | 72.6%-31.4pp | 67.9%-26.7pp |
| Annual return | -16.18% | -13.67%-2.5pp | 701.76%-717.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,344 | $2,218-39.4% | $3,007-55.3% | $2,596-48.2% |
| Participant deferral / active EE | $3,413 | $3,246+5.1% | $4,394-22.3% | $4,028-15.2% |
| Admin fee / account holder | $775 | $4,396-82.4% | $5,329-85.5% | $5,403-85.7% |