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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 | $49,867 | $72,404-31.1% | $110,243-54.8% | $64,173-22.3% |
| Participation rate | 61.8% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.8pp |
| Annual return | -6.86% | -6.29%-0.6pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,482 | $3,469-28.5% | $4,672-46.9% | $3,470-28.5% |
| Admin fee / account holder | $1,818 | $5,664-67.9% | $8,548-78.7% | $4,887-62.8% |