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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 | $29,955 | $58,320-48.6% | $86,438-65.3% | $66,938-55.3% |
| Participation rate | 45.4% | 78.6%-33.2pp | 80.3%-35.0pp | 69.8%-24.4pp |
| Annual return | -15.46% | -9.71%-5.7pp | 4397.19%-4412.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,194 | $6,899-24.7% | $6,952-25.3% | $4,238+22.5% |
| Admin fee / account holder | $942 | $546+72.6% | $6,733-86.0% | $594+58.8% |