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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 | $20,680 | $28,109-26.4% | $71,086-70.9% | $56,287-63.3% |
| Participation rate | 17.2% | 40.4%-23.2pp | 54.7%-37.4pp | 69.9%-52.6pp |
| Annual return | -8.22% | -615.05%+606.8pp | 650.59%-658.8pp | -9.96%+1.7pp |
| Employer contribution / active EE | $296 | $558-46.9% | $1,088-72.8% | $2,111-86.0% |
| Participant deferral / active EE | $453 | $1,116-59.4% | $1,874-75.8% | $3,350-86.5% |
| Admin fee / account holder | $2,757 | $585+371.4% | $3,082-10.6% | $521+429.2% |