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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 | $121,682 | $32,117+278.9% | $71,086+71.2% | $64,181+89.6% |
| Participation rate | 5.4% | 42.7%-37.3pp | 54.7%-49.2pp | 69.6%-64.2pp |
| Annual return | -3.81% | -5.57%+1.8pp | 650.59%-654.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $480 | $2,759-82.6% | $3,082-84.4% | $4,887-90.2% |