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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 | $29,461 | $32,117-8.3% | $71,089-58.6% | $64,173-54.1% |
| Participation rate | 22.2% | 42.7%-20.5pp | 54.6%-32.4pp | 69.6%-47.3pp |
| Annual return | -7.88% | -5.57%-2.3pp | 650.65%-658.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $959 | $1,263-24.0% | $1,873-48.8% | $3,470-72.4% |
| Admin fee / account holder | $468 | $2,759-83.0% | $3,082-84.8% | $4,887-90.4% |