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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 | $23,292 | $48,274-51.8% | $63,244-63.2% | $59,633-60.9% |
| Participation rate | 36.6% | 66.3%-29.7pp | 71.0%-34.5pp | 68.7%-32.1pp |
| Annual return | -0.42% | -240.79%+240.4pp | -70.31%+69.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $794 | $1,586-49.9% | $2,322-65.8% | $2,203-63.9% |
| Participant deferral / active EE | $1,082 | $2,343-53.8% | $2,953-63.4% | $3,192-66.1% |
| Admin fee / account holder | $1,205 | $3,600-66.5% | $5,893-79.6% | $4,297-72.0% |