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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 | $14,936 | $27,639-46.0% | $61,501-75.7% | $68,490-78.2% |
| Participation rate | 64.0% | 39.5%+24.5pp | 52.6%+11.4pp | 67.9%-3.9pp |
| Annual return | -17.99% | -13.19%-4.8pp | 339.04%-357.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,109 | $696+59.3% | $1,160-4.4% | $2,597-57.3% |
| Participant deferral / active EE | $2,151 | $1,264+70.2% | $2,125+1.2% | $4,028-46.6% |
| Admin fee / account holder | $658 | $2,012-67.3% | $2,132-69.1% | $5,403-87.8% |