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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 | $152,542-81.9% | $117,498-76.5% | $134,509-79.5% |
| Participation rate | 68.2% | 77.1%-8.9pp | 70.6%-2.4pp | 81.2%-13.0pp |
| Annual return | -19.55% | 53.02%-72.6pp | 29.75%-49.3pp | 418.13%-437.7pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,554 | $4,819-26.3% | $4,071-12.7% | $6,400-44.5% |
| Admin fee / account holder | $902 | $7,006-87.1% | $5,646-84.0% | $11,427-92.1% |