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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 | $16,714 | $68,996-75.8% | $159,991-89.6% | $68,495-75.6% |
| Participation rate | 51.0% | 65.4%-14.4pp | 78.0%-26.9pp | 67.9%-16.9pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.82%-408.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $669 | $2,212-69.8% | $4,225-84.2% | $2,596-74.2% |
| Participant deferral / active EE | $1,859 | $4,211-55.9% | $6,183-69.9% | $4,028-53.9% |
| Admin fee / account holder | $888 | $4,797-81.5% | $8,715-89.8% | $5,403-83.6% |