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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 | $22,543 | $32,117-29.8% | $71,089-68.3% | $64,173-64.9% |
| Participation rate | 1.4% | 42.7%-41.3pp | 54.6%-53.2pp | 69.6%-68.2pp |
| Annual return | -6.33% | -5.57%-0.8pp | 650.65%-657.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $341 | $712-52.1% | $1,088-68.6% | $2,381-85.7% |
| Participant deferral / active EE | $966 | $1,263-23.5% | $1,873-48.4% | $3,470-72.2% |
| Admin fee / account holder | $8,294 | $2,759+200.6% | $3,082+169.1% | $4,887+69.7% |