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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 | $28,367 | $90,606-68.7% | $79,466-64.3% | $135,379-79.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -1.78% | 977.69%-979.5pp | 718.28%-720.1pp | 519.79%-521.6pp |
| Employer contribution / active EE | $1,002 | $3,068-67.3% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $2,606 | $4,050-35.7% | $3,704-29.6% | $5,609-53.5% |
| Admin fee / account holder | $31,783 | $5,895+439.2% | $5,104+522.7% | $10,828+193.5% |