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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 | $22,611 | $78,694-71.3% | $67,652-66.6% | $125,389-82.0% |
| Participation rate | 61.5% | 78.8%-17.3pp | 75.7%-14.1pp | 83.2%-21.7pp |
| Annual return | -1.00% | 9.46%-10.5pp | 6625.40%-6626.4pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,964 | $4,292+15.7% | $3,560+39.4% | $5,352-7.2% |
| Admin fee / account holder | $2,353 | $7,403-68.2% | $4,821-51.2% | $9,541-75.3% |