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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 | $26,296 | $95,979-72.6% | $74,551-64.7% | $135,380-80.6% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | -8.90% | 56.97%-65.9pp | 32.53%-41.4pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,964 | $3,844-48.9% | $3,108-36.8% | $5,609-65.0% |
| Admin fee / account holder | $450 | $6,522-93.1% | $5,059-91.1% | $10,828-95.8% |