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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 | $25,807 | $48,274-46.5% | $63,244-59.2% | $59,633-56.7% |
| Participation rate | 48.1% | 66.3%-18.3pp | 71.0%-23.0pp | 68.7%-20.6pp |
| Annual return | -0.91% | -240.79%+239.9pp | -70.31%+69.4pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $663 | $1,586-58.2% | $2,322-71.5% | $2,203-69.9% |
| Participant deferral / active EE | $1,263 | $2,343-46.1% | $2,953-57.2% | $3,192-60.4% |
| Admin fee / account holder | $598 | $3,600-83.4% | $5,893-89.9% | $4,297-86.1% |