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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 | $20,820 | $54,370-61.7% | $82,763-74.8% | $68,490-69.6% |
| Participation rate | 47.8% | 63.9%-16.1pp | 72.6%-24.7pp | 67.9%-20.1pp |
| Annual return | -18.81% | -13.67%-5.1pp | 702.45%-721.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $725 | $2,219-67.3% | $3,008-75.9% | $2,597-72.1% |
| Participant deferral / active EE | $2,842 | $3,247-12.5% | $4,395-35.3% | $4,028-29.4% |
| Admin fee / account holder | $1,063 | $4,398-75.8% | $5,325-80.0% | $5,403-80.3% |