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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 | $27,569 | $152,597-81.9% | $117,533-76.5% | $134,532-79.5% |
| Participation rate | 68.2% | 77.1%-8.9pp | 70.6%-2.4pp | 81.2%-13.0pp |
| Annual return | -19.55% | 53.04%-72.6pp | 29.77%-49.3pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,554 | $4,821-26.3% | $4,072-12.7% | $6,401-44.5% |
| Admin fee / account holder | $902 | $7,007-87.1% | $5,647-84.0% | $11,429-92.1% |