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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 | $10,410 | $27,626-62.3% | $61,389-83.0% | $68,498-84.8% |
| Participation rate | 13.6% | 39.5%-25.9pp | 52.6%-38.9pp | 67.9%-54.3pp |
| Annual return | -18.58% | -13.24%-5.3pp | 338.73%-357.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $254 | $696-63.5% | $1,160-78.1% | $2,596-90.2% |
| Participant deferral / active EE | $397 | $1,263-68.6% | $2,125-81.3% | $4,027-90.1% |
| Admin fee / account holder | $607 | $2,010-69.8% | $2,130-71.5% | $5,403-88.8% |