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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 | $10,872 | $32,117-66.1% | $71,086-84.7% | $64,173-83.1% |
| Participation rate | 32.4% | 42.7%-10.3pp | 54.7%-22.3pp | 69.6%-37.2pp |
| Annual return | -7.80% | -5.57%-2.2pp | 650.59%-658.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $547 | $712-23.1% | $1,088-49.7% | $2,381-77.0% |
| Participant deferral / active EE | $811 | $1,263-35.8% | $1,874-56.7% | $3,470-76.6% |
| Admin fee / account holder | $314 | $2,759-88.6% | $3,082-89.8% | $4,887-93.6% |