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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 | $8,264 | $27,632-70.1% | $61,452-86.6% | $68,486-87.9% |
| Participation rate | 63.9% | 39.5%+24.4pp | 52.6%+11.3pp | 67.9%-4.0pp |
| Annual return | -20.84% | -13.24%-7.6pp | 338.96%-359.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $400 | $696-42.5% | $1,160-65.5% | $2,597-84.6% |
| Participant deferral / active EE | $1,567 | $1,264+24.0% | $2,125-26.2% | $4,028-61.1% |
| Admin fee / account holder | $408 | $2,010-79.7% | $2,131-80.8% | $5,404-92.4% |