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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 | $19,146 | $48,274-60.3% | $63,517-69.9% | $59,632-67.9% |
| Participation rate | 57.9% | 66.3%-8.4pp | 71.0%-13.1pp | 68.7%-10.8pp |
| Annual return | -1.77% | -240.79%+239.0pp | -70.30%+68.5pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $794 | $1,586-50.0% | $2,322-65.8% | $2,203-64.0% |
| Participant deferral / active EE | $1,667 | $2,343-28.8% | $2,953-43.6% | $3,192-47.8% |
| Admin fee / account holder | $1,141 | $3,600-68.3% | $5,892-80.6% | $4,297-73.4% |