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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 | $12,855 | $27,632-53.5% | $61,452-79.1% | $68,486-81.2% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -4.97% | -13.24%+8.3pp | 338.96%-343.9pp | -7.85%+2.9pp |
| Employer contribution / active EE | $1,689 | $696+142.7% | $1,160+45.6% | $2,597-35.0% |
| Participant deferral / active EE | $3,619 | $1,264+186.4% | $2,125+70.4% | $4,028-10.1% |
| Admin fee / account holder | $1,007 | $2,010-49.9% | $2,131-52.8% | $5,404-81.4% |