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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 | $19,848 | $82,674-76.0% | $125,381-84.2% | $68,486-71.0% |
| Participation rate | 67.5% | 75.1%-7.6pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -16.49% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,505 | $6,111+55.6% | $7,448+27.6% | $4,028+136.0% |
| Admin fee / account holder | $434 | $6,277-93.1% | $10,007-95.7% | $5,404-92.0% |