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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 | $48,477 | $59,107-18.0% | $86,439-43.9% | $68,495-29.2% |
| Participation rate | 44.0% | 75.2%-31.2pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -17.36% | -0.23%-17.1pp | 4395.55%-4412.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,162 | $5,901-12.5% | $6,952-25.7% | $4,028+28.2% |
| Admin fee / account holder | $4,878 | $5,637-13.5% | $6,732-27.5% | $5,403-9.7% |