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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 | $51,720 | $72,404-28.6% | $110,243-53.1% | $64,173-19.4% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.4pp | 69.6%-4.2pp |
| Annual return | -5.36% | -6.29%+0.9pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,422 | $3,469-30.2% | $4,672-48.2% | $3,470-30.2% |
| Admin fee / account holder | $358 | $5,664-93.7% | $8,548-95.8% | $4,887-92.7% |