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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 | $21,536 | $32,117-32.9% | $71,086-69.7% | $64,173-66.4% |
| Participation rate | 32.4% | 42.7%-10.3pp | 54.7%-22.3pp | 69.6%-37.2pp |
| Annual return | -8.89% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $427 | $712-40.1% | $1,088-60.7% | $2,381-82.1% |
| Participant deferral / active EE | $2,956 | $1,263+134.1% | $1,874+57.7% | $3,470-14.8% |
| Admin fee / account holder | $486 | $2,759-82.4% | $3,082-84.2% | $4,887-90.1% |