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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 | $19,024 | $69,012-72.4% | $160,037-88.1% | $68,490-72.2% |
| Participation rate | 34.6% | 65.4%-30.8pp | 78.0%-43.4pp | 67.9%-33.3pp |
| Annual return | -13.59% | -9.65%-3.9pp | 408.95%-422.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,275 | $4,212-46.0% | $6,184-63.2% | $4,028-43.5% |
| Admin fee / account holder | $949 | $4,798-80.2% | $8,716-89.1% | $5,403-82.4% |