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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 | $20,388 | $54,370-62.5% | $82,763-75.4% | $68,490-70.2% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -14.40% | -13.67%-0.7pp | 702.45%-716.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $752 | $2,219-66.1% | $3,008-75.0% | $2,597-71.1% |
| Participant deferral / active EE | $2,391 | $3,247-26.4% | $4,395-45.6% | $4,028-40.6% |
| Admin fee / account holder | $399 | $4,398-90.9% | $5,325-92.5% | $5,403-92.6% |