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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 | $20,484 | $30,732-33.3% | $59,496-65.6% | $59,633-65.6% |
| Participation rate | 59.5% | 43.2%+16.3pp | 54.6%+5.0pp | 68.7%-9.1pp |
| Annual return | -1.00% | 4.47%-5.5pp | 182.05%-183.0pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $620 | $631-1.6% | $1,153-46.2% | $2,203-71.8% |
| Participant deferral / active EE | $924 | $1,183-21.9% | $1,829-49.5% | $3,192-71.1% |
| Admin fee / account holder | $4,811 | $2,136+125.2% | $2,232+115.5% | $4,297+12.0% |