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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 | $26,478 | $30,732-13.8% | $59,496-55.5% | $59,633-55.6% |
| Participation rate | 9.6% | 43.2%-33.6pp | 54.6%-45.0pp | 68.7%-59.1pp |
| Annual return | -1.10% | 4.47%-5.6pp | 182.05%-183.1pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $684 | $1,183-42.2% | $1,829-62.6% | $3,192-78.6% |
| Admin fee / account holder | $8,982 | $2,136+320.5% | $2,232+302.3% | $4,297+109.0% |