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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 | $35,970 | $82,674-56.5% | $125,363-71.3% | $68,495-47.5% |
| Participation rate | 53.8% | 75.0%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -18.08% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,198 | $6,111+66.9% | $7,447+36.9% | $4,028+153.2% |
| Admin fee / account holder | $9,483 | $6,276+51.1% | $10,005-5.2% | $5,403+75.5% |