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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 | $9,510 | $27,632-65.6% | $61,452-84.5% | $68,486-86.1% |
| Participation rate | 31.1% | 39.5%-8.4pp | 52.6%-21.5pp | 67.9%-36.8pp |
| Annual return | -18.14% | -13.24%-4.9pp | 338.96%-357.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $308 | $696-55.8% | $1,160-73.5% | $2,597-88.2% |
| Participant deferral / active EE | $471 | $1,264-62.7% | $2,125-77.8% | $4,028-88.3% |
| Admin fee / account holder | $565 | $2,010-71.9% | $2,131-73.5% | $5,404-89.5% |