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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 | $20,541 | $49,177-58.2% | $79,466-74.2% | $64,173-68.0% |
| Participation rate | 39.5% | 65.0%-25.6pp | 73.3%-33.9pp | 69.6%-30.1pp |
| Annual return | -7.78% | -1.16%-6.6pp | 718.28%-726.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,683 | $2,821-4.9% | $3,704-27.6% | $3,470-22.7% |
| Admin fee / account holder | $1,282 | $3,839-66.6% | $5,104-74.9% | $4,887-73.8% |