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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 | $10,954 | $32,117-65.9% | $71,086-84.6% | $64,173-82.9% |
| Participation rate | 31.1% | 42.7%-11.6pp | 54.7%-23.5pp | 69.6%-38.4pp |
| Annual return | -5.46% | -5.57%+0.1pp | 650.59%-656.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $159 | $712-77.7% | $1,088-85.4% | $2,381-93.3% |
| Participant deferral / active EE | $627 | $1,263-50.3% | $1,874-66.5% | $3,470-81.9% |
| Admin fee / account holder | $862 | $2,759-68.8% | $3,082-72.0% | $4,887-82.4% |