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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 | $20,847 | $46,360-55.0% | $147,617-85.9% | $52,331-60.2% |
| Participation rate | 21.9% | 64.9%-43.0pp | 84.6%-62.7pp | 68.1%-46.2pp |
| Annual return | -1.07% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $979 | $2,258-56.6% | $4,895-80.0% | $3,022-67.6% |
| Admin fee / account holder | $1,676 | $766+118.8% | $11,612-85.6% | $592+183.3% |