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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 | $15,434 | $44,850-65.6% | $60,547-74.5% | $59,633-74.1% |
| Participation rate | 46.8% | 59.5%-12.7pp | 68.0%-21.2pp | 68.7%-21.9pp |
| Annual return | -0.63% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $237 | $1,462-83.8% | $2,419-90.2% | $2,203-89.2% |
| Participant deferral / active EE | $1,024 | $2,230-54.1% | $3,328-69.2% | $3,192-67.9% |
| Admin fee / account holder | $1,383 | $3,635-62.0% | $4,536-69.5% | $4,297-67.8% |