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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 | $11,215 | $27,632-59.4% | $61,452-81.7% | $68,486-83.6% |
| Participation rate | 13.9% | 39.5%-25.6pp | 52.6%-38.7pp | 67.9%-54.0pp |
| Annual return | -17.46% | -13.24%-4.2pp | 338.96%-356.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $672 | $1,264-46.8% | $2,125-68.4% | $4,028-83.3% |
| Admin fee / account holder | $478 | $2,010-76.2% | $2,131-77.6% | $5,404-91.2% |