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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 | $42,237 | $82,674-48.9% | $125,363-66.3% | $68,495-38.3% |
| Participation rate | 69.6% | 75.0%-5.5pp | 82.4%-12.8pp | 67.9%+1.7pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.15%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,162 | $6,111+66.3% | $7,447+36.5% | $4,028+152.3% |
| Admin fee / account holder | $3,095 | $6,276-50.7% | $10,005-69.1% | $5,403-42.7% |