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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 | $51,861 | $78,694-34.1% | $67,652-23.3% | $125,389-58.6% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -1.19% | 9.46%-10.6pp | 6625.40%-6626.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,620 | $4,292-62.3% | $3,560-54.5% | $5,352-69.7% |
| Admin fee / account holder | $2,200 | $7,403-70.3% | $4,821-54.4% | $9,541-76.9% |