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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 | $23,950 | $30,732-22.1% | $59,496-59.7% | $59,633-59.8% |
| Participation rate | 20.0% | 43.2%-23.2pp | 54.6%-34.6pp | 68.7%-48.7pp |
| Annual return | -2.32% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $386 | $631-38.8% | $1,153-66.5% | $2,203-82.5% |
| Participant deferral / active EE | $510 | $1,183-56.9% | $1,829-72.1% | $3,192-84.0% |
| Admin fee / account holder | $875 | $2,136-59.1% | $2,232-60.8% | $4,297-79.6% |