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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 | $18,754 | $45,566-58.8% | $64,105-70.7% | $59,633-68.6% |
| Participation rate | 37.2% | 60.2%-23.0pp | 68.2%-31.0pp | 68.7%-31.5pp |
| Annual return | -1.71% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $959 | $2,057-53.4% | $2,822-66.0% | $3,192-70.0% |
| Admin fee / account holder | $2,631 | $3,268-19.5% | $4,499-41.5% | $4,297-38.8% |