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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 | $12,790 | $54,370-76.5% | $82,763-84.5% | $68,490-81.3% |
| Participation rate | 58.3% | 63.9%-5.6pp | 72.6%-14.2pp | 67.9%-9.6pp |
| Annual return | -13.79% | -13.67%-0.1pp | 702.45%-716.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,674 | $3,247+13.2% | $4,395-16.4% | $4,028-8.8% |
| Admin fee / account holder | $3,819 | $4,398-13.2% | $5,325-28.3% | $5,403-29.3% |