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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 | $22,423 | $75,962-70.5% | $154,111-85.5% | $64,173-65.1% |
| Participation rate | 16.5% | 70.4%-53.9pp | 83.0%-66.6pp | 69.6%-53.1pp |
| Annual return | -4.09% | 30.32%-34.4pp | 735.18%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $925 | $3,175-70.9% | $5,081-81.8% | $3,470-73.3% |
| Admin fee / account holder | $1,492 | $5,589-73.3% | $13,411-88.9% | $4,887-69.5% |