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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 | $16,541 | $34,316-51.8% | $74,722-77.9% | $72,975-77.3% |
| Participation rate | 41.5% | 42.4%-0.9pp | 54.5%-13.0pp | 69.5%-28.0pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $463 | $692-33.0% | $1,084-57.3% | $2,440-81.0% |
| Participant deferral / active EE | $911 | $1,272-28.4% | $1,963-53.6% | $3,608-74.8% |
| Admin fee / account holder | $7,440 | $2,125+250.1% | $3,335+123.1% | $5,124+45.2% |