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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 | $28,888 | $78,694-63.3% | $67,652-57.3% | $125,389-77.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -2.65% | 9.46%-12.1pp | 6625.40%-6628.1pp | 282.24%-284.9pp |
| Employer contribution / active EE | $834 | $3,044-72.6% | $2,266-63.2% | $4,866-82.9% |
| Participant deferral / active EE | $1,647 | $4,292-61.6% | $3,560-53.7% | $5,352-69.2% |
| Admin fee / account holder | $470 | $7,403-93.7% | $4,821-90.3% | $9,541-95.1% |