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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 | $14,892 | $75,962-80.4% | $154,108-90.3% | $64,173-76.8% |
| Participation rate | 65.1% | 70.4%-5.3pp | 83.0%-17.9pp | 69.6%-4.5pp |
| Annual return | -3.21% | 30.32%-33.5pp | 735.21%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,136 | $3,175-32.7% | $5,081-58.0% | $3,470-38.4% |
| Admin fee / account holder | $2,708 | $5,589-51.5% | $13,411-79.8% | $4,887-44.6% |