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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 | $15,553 | $54,355-71.4% | $82,744-81.2% | $68,486-77.3% |
| Participation rate | 45.5% | 63.9%-18.5pp | 72.6%-27.1pp | 67.9%-22.4pp |
| Annual return | -16.45% | -13.67%-2.8pp | 702.22%-718.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $773 | $2,219-65.2% | $3,008-74.3% | $2,597-70.2% |
| Participant deferral / active EE | $2,585 | $3,246-20.4% | $4,395-41.2% | $4,028-35.8% |
| Admin fee / account holder | $707 | $4,397-83.9% | $5,325-86.7% | $5,404-86.9% |