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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 | $21,417 | $30,732-30.3% | $59,496-64.0% | $59,633-64.1% |
| Participation rate | 27.6% | 43.2%-15.6pp | 54.6%-27.0pp | 68.7%-41.1pp |
| Annual return | -3.23% | 4.47%-7.7pp | 182.05%-185.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $806 | $631+27.8% | $1,153-30.1% | $2,203-63.4% |
| Participant deferral / active EE | $2,655 | $1,183+124.5% | $1,829+45.2% | $3,192-16.8% |
| Admin fee / account holder | $6,758 | $2,136+216.4% | $2,232+202.7% | $4,297+57.3% |