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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 | $19,045 | $54,355-65.0% | $82,744-77.0% | $68,486-72.2% |
| Participation rate | 33.9% | 63.9%-30.1pp | 72.6%-38.7pp | 67.9%-34.0pp |
| Annual return | -1.93% | -13.67%+11.7pp | 702.22%-704.1pp | -7.85%+5.9pp |
| Employer contribution / active EE | $573 | $2,219-74.2% | $3,008-81.0% | $2,597-77.9% |
| Participant deferral / active EE | $1,459 | $3,246-55.1% | $4,395-66.8% | $4,028-63.8% |
| Admin fee / account holder | $464 | $4,397-89.4% | $5,325-91.3% | $5,404-91.4% |