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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 | $45,327 | $100,805-55.0% | $86,698-47.7% | $134,532-66.3% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -17.44% | 29.09%-46.5pp | 35.95%-53.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,931 | $5,339-45.1% | $4,656-37.0% | $6,401-54.2% |
| Admin fee / account holder | $781 | $10,925-92.9% | $7,493-89.6% | $11,429-93.2% |