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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 | $32,077 | $93,098-65.5% | $77,081-58.4% | $134,509-76.2% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -15.86% | 62.63%-78.5pp | 42.33%-58.2pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,397 | $5,239-35.2% | $4,428-23.3% | $6,400-46.9% |
| Admin fee / account holder | $2,225 | $6,945-68.0% | $5,427-59.0% | $11,427-80.5% |