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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 | $17,378 | $69,012-74.8% | $160,037-89.1% | $68,490-74.6% |
| Participation rate | 47.2% | 65.4%-18.2pp | 78.0%-30.8pp | 67.9%-20.7pp |
| Annual return | -15.48% | -9.65%-5.8pp | 408.95%-424.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $823 | $2,212-62.8% | $4,226-80.5% | $2,597-68.3% |
| Participant deferral / active EE | $2,049 | $4,212-51.3% | $6,184-66.9% | $4,028-49.1% |
| Admin fee / account holder | $991 | $4,798-79.4% | $8,716-88.6% | $5,403-81.7% |