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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 | $32,746 | $152,542-78.5% | $117,498-72.1% | $134,509-75.7% |
| Participation rate | 53.8% | 77.1%-23.3pp | 70.6%-16.8pp | 81.2%-27.4pp |
| Annual return | -18.47% | 53.02%-71.5pp | 29.75%-48.2pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,268 | $4,819-73.7% | $4,071-68.9% | $6,400-80.2% |
| Admin fee / account holder | $5,444 | $7,006-22.3% | $5,646-3.6% | $11,427-52.4% |