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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 | $13,183 | $54,357-75.7% | $82,706-84.1% | $68,495-80.8% |
| Participation rate | 60.8% | 63.9%-3.1pp | 72.6%-11.8pp | 67.9%-7.1pp |
| Annual return | -15.96% | -13.67%-2.3pp | 701.76%-717.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $645 | $2,218-70.9% | $3,007-78.5% | $2,596-75.2% |
| Participant deferral / active EE | $1,370 | $3,246-57.8% | $4,394-68.8% | $4,028-66.0% |
| Admin fee / account holder | $1,221 | $4,396-72.2% | $5,329-77.1% | $5,403-77.4% |