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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 | $40,938 | $91,537-55.3% | $130,045-68.5% | $75,173-45.5% |
| Participation rate | 37.0% | 71.5%-34.5pp | 78.5%-41.5pp | 67.2%-30.2pp |
| Annual return | 18.88% | -631.55%+650.4pp | -137.30%+156.2pp | 160.72%-141.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,017 | $4,343-53.6% | $5,820-65.4% | $4,126-51.1% |
| Admin fee / account holder | $2,143 | $6,780-68.4% | $10,600-79.8% | $5,651-62.1% |