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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 | $5,228 | $27,639-81.1% | $61,501-91.5% | $68,490-92.4% |
| Participation rate | 15.7% | 39.5%-23.8pp | 52.6%-36.8pp | 67.9%-52.2pp |
| Annual return | -10.69% | -13.19%+2.5pp | 339.04%-349.7pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $489 | $1,264-61.3% | $2,125-77.0% | $4,028-87.9% |
| Admin fee / account holder | $426 | $2,012-78.8% | $2,132-80.0% | $5,403-92.1% |