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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 | $57,122 | $78,694-27.4% | $67,652-15.6% | $125,389-54.4% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | -2.01% | 9.46%-11.5pp | 6625.40%-6627.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $570 | $3,044-81.3% | $2,266-74.8% | $4,866-88.3% |
| Participant deferral / active EE | $1,306 | $4,292-69.6% | $3,560-63.3% | $5,352-75.6% |
| Admin fee / account holder | $596 | $7,403-92.0% | $4,821-87.6% | $9,541-93.8% |