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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 | $22,523 | $27,639-18.5% | $61,501-63.4% | $68,490-67.1% |
| Participation rate | 36.9% | 39.5%-2.6pp | 52.6%-15.7pp | 67.9%-31.0pp |
| Annual return | -14.85% | -13.19%-1.7pp | 339.04%-353.9pp | -7.85%-7.0pp |
| Employer contribution / active EE | $133 | $696-80.9% | $1,160-88.5% | $2,597-94.9% |
| Participant deferral / active EE | $1,331 | $1,264+5.3% | $2,125-37.4% | $4,028-67.0% |
| Admin fee / account holder | $3,349 | $2,012+66.4% | $2,132+57.1% | $5,403-38.0% |