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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 | $22,173 | $39,798-44.3% | $67,704-67.3% | $59,633-62.8% |
| Participation rate | 31.7% | 57.4%-25.6pp | 67.5%-35.8pp | 68.7%-36.9pp |
| Annual return | 0.58% | 89.94%-89.4pp | 25.41%-24.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,167 | $2,335-50.0% | $3,585-67.4% | $3,192-63.4% |
| Admin fee / account holder | $2,104 | $3,212-34.5% | $4,255-50.6% | $4,297-51.0% |