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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 | $12,084 | $27,632-56.3% | $61,399-80.3% | $68,495-82.4% |
| Participation rate | 29.5% | 39.5%-10.0pp | 52.6%-23.0pp | 67.9%-38.3pp |
| Annual return | -0.17% | -13.24%+13.1pp | 338.81%-339.0pp | -7.84%+7.7pp |
| Employer contribution / active EE | $548 | $696-21.3% | $1,159-52.8% | $2,596-78.9% |
| Participant deferral / active EE | $1,382 | $1,264+9.4% | $2,124-34.9% | $4,028-65.7% |
| Admin fee / account holder | $676 | $2,010-66.4% | $2,131-68.3% | $5,403-87.5% |