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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 | $19,073 | $78,694-75.8% | $67,653-71.8% | $125,388-84.8% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -1.43% | 9.46%-10.9pp | 6625.22%-6626.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,717 | $3,044-43.6% | $2,266-24.2% | $4,866-64.7% |
| Participant deferral / active EE | $1,984 | $4,292-53.8% | $3,560-44.3% | $5,352-62.9% |
| Admin fee / account holder | $799 | $7,403-89.2% | $4,821-83.4% | $9,541-91.6% |