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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 | $25,614 | $44,850-42.9% | $60,547-57.7% | $59,633-57.0% |
| Participation rate | 40.5% | 59.5%-18.9pp | 68.0%-27.4pp | 68.7%-28.1pp |
| Annual return | -1.97% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $405 | $1,462-72.3% | $2,419-83.3% | $2,203-81.6% |
| Participant deferral / active EE | $888 | $2,230-60.2% | $3,328-73.3% | $3,192-72.2% |
| Admin fee / account holder | $6,137 | $3,635+68.8% | $4,536+35.3% | $4,297+42.8% |