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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 | $15,859 | $32,117-50.6% | $71,089-77.7% | $64,173-75.3% |
| Participation rate | 27.3% | 42.7%-15.4pp | 54.6%-27.4pp | 69.6%-42.3pp |
| Annual return | -9.84% | -5.57%-4.3pp | 650.65%-660.5pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,027 | $1,263+60.5% | $1,873+8.3% | $3,470-41.6% |
| Admin fee / account holder | $833 | $2,759-69.8% | $3,082-73.0% | $4,887-83.0% |