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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 | $24,481 | $27,632-11.4% | $61,452-60.2% | $68,486-64.3% |
| Participation rate | 28.8% | 39.5%-10.7pp | 52.6%-23.8pp | 67.9%-39.1pp |
| Annual return | -13.60% | -13.24%-0.4pp | 338.96%-352.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $471 | $696-32.3% | $1,160-59.4% | $2,597-81.9% |
| Participant deferral / active EE | $578 | $1,264-54.2% | $2,125-72.8% | $4,028-85.6% |
| Admin fee / account holder | $8,150 | $2,010+305.4% | $2,131+282.5% | $5,404+50.8% |