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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 | $46,303 | $78,694-41.2% | $67,653-31.6% | $125,388-63.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -2.48% | 9.46%-11.9pp | 6625.22%-6627.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,325 | $4,292+163.9% | $3,560+218.1% | $5,352+111.6% |
| Admin fee / account holder | $2,431 | $7,403-67.2% | $4,821-49.6% | $9,541-74.5% |