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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 | $33,511 | $72,404-53.7% | $110,241-69.6% | $64,181-47.8% |
| Participation rate | 55.9% | 73.3%-17.5pp | 79.8%-23.9pp | 69.6%-13.7pp |
| Annual return | -7.04% | -6.29%-0.8pp | 314.75%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,309 | $3,469-4.6% | $4,672-29.2% | $3,470-4.6% |
| Admin fee / account holder | $450 | $5,664-92.1% | $8,548-94.7% | $4,887-90.8% |