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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 | $51,845 | $82,674-37.3% | $125,381-58.7% | $68,486-24.3% |
| Participation rate | 51.6% | 75.1%-23.5pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -12.87% | -5.97%-6.9pp | 572.31%-585.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,658 | $6,111-56.5% | $7,448-64.3% | $4,028-34.0% |
| Admin fee / account holder | $3,971 | $6,277-36.7% | $10,007-60.3% | $5,404-26.5% |