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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 | $96,290 | $75,959+26.8% | $154,114-37.5% | $64,181+50.0% |
| Participation rate | 46.7% | 70.4%-23.7pp | 83.0%-36.4pp | 69.6%-22.9pp |
| Annual return | 0.01% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,692 | $3,175-15.2% | $5,081-47.0% | $3,470-22.4% |
| Admin fee / account holder | $982 | $5,589-82.4% | $13,411-92.7% | $4,887-79.9% |