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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 | $11,743 | $53,546-78.1% | $69,884-83.2% | $68,486-82.9% |
| Participation rate | 30.6% | 64.5%-33.9pp | 70.5%-39.9pp | 67.9%-37.3pp |
| Annual return | -15.47% | -13.87%-1.6pp | 190.81%-206.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $709 | $2,019-64.9% | $2,560-72.3% | $2,597-72.7% |
| Participant deferral / active EE | $1,295 | $2,957-56.2% | $3,848-66.4% | $4,028-67.9% |
| Admin fee / account holder | $583 | $4,693-87.6% | $6,266-90.7% | $5,404-89.2% |