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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 | $13,278 | $27,632-51.9% | $61,399-78.4% | $68,495-80.6% |
| Participation rate | 39.3% | 39.5%-0.2pp | 52.6%-13.3pp | 67.9%-28.6pp |
| Annual return | -19.71% | -13.24%-6.5pp | 338.81%-358.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $683 | $696-1.8% | $1,159-41.1% | $2,596-73.7% |
| Participant deferral / active EE | $2,210 | $1,264+74.9% | $2,124+4.0% | $4,028-45.1% |
| Admin fee / account holder | $546 | $2,010-72.9% | $2,131-74.4% | $5,403-89.9% |