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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 | $27,880 | $44,103-36.8% | $75,826-63.2% | $64,173-56.6% |
| Participation rate | 52.6% | 62.7%-10.1pp | 68.2%-15.6pp | 69.6%-16.9pp |
| Annual return | -0.62% | -4.72%+4.1pp | 1914.15%-1914.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $250 | $1,446-82.7% | $1,913-87.0% | $2,381-89.5% |
| Participant deferral / active EE | $1,186 | $2,204-46.2% | $2,862-58.6% | $3,470-65.8% |
| Admin fee / account holder | $2,367 | $3,506-32.5% | $4,726-49.9% | $4,887-51.6% |