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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 | $33,034 | $84,628-61.0% | $61,501-46.3% | $134,545-75.4% |
| Participation rate | 29.2% | 62.2%-33.0pp | 52.6%-23.4pp | 81.2%-52.1pp |
| Annual return | -13.53% | 585.61%-599.1pp | 339.04%-352.6pp | 418.37%-431.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,393 | $2,819-50.6% | $2,125-34.4% | $6,401-78.2% |
| Admin fee / account holder | $1,677 | $2,587-35.2% | $2,132-21.4% | $11,431-85.3% |