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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 | $42,149 | $67,396-37.5% | $60,919-30.8% | $134,545-68.7% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.1%-43.1pp | 81.2%-51.2pp |
| Annual return | -15.03% | 50.12%-65.1pp | 16.96%-32.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,050 | $4,534-32.7% | $3,814-20.0% | $6,401-52.4% |
| Admin fee / account holder | $3,218 | $4,590-29.9% | $3,228-0.3% | $11,431-71.8% |