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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 | $11,343 | $27,632-58.9% | $61,452-81.5% | $68,486-83.4% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -16.73% | -13.24%-3.5pp | 338.96%-355.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $591 | $696-15.1% | $1,160-49.1% | $2,597-77.3% |
| Participant deferral / active EE | $1,447 | $1,264+14.5% | $2,125-31.9% | $4,028-64.1% |
| Admin fee / account holder | $423 | $2,010-79.0% | $2,131-80.2% | $5,404-92.2% |