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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 | $12,742 | $54,357-76.6% | $82,706-84.6% | $68,495-81.4% |
| Participation rate | 37.2% | 63.9%-26.7pp | 72.6%-35.4pp | 67.9%-30.7pp |
| Annual return | -18.89% | -13.67%-5.2pp | 701.76%-720.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $986 | $2,218-55.6% | $3,007-67.2% | $2,596-62.0% |
| Participant deferral / active EE | $1,766 | $3,246-45.6% | $4,394-59.8% | $4,028-56.2% |
| Admin fee / account holder | $1,139 | $4,396-74.1% | $5,329-78.6% | $5,403-78.9% |