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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 | $31,991 | $93,117-65.6% | $77,096-58.5% | $134,532-76.2% |
| Participation rate | 31.3% | 74.5%-43.2pp | 67.9%-36.7pp | 81.2%-50.0pp |
| Annual return | -17.73% | 62.67%-80.4pp | 42.35%-60.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,408 | $5,241+60.4% | $4,429+89.8% | $6,401+31.4% |
| Admin fee / account holder | $6,249 | $6,948-10.1% | $5,428+15.1% | $11,429-45.3% |