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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 | $38,282 | $82,674-53.7% | $125,381-69.5% | $68,486-44.1% |
| Participation rate | 52.5% | 75.1%-22.6pp | 82.4%-29.9pp | 67.9%-15.4pp |
| Annual return | -4.74% | -5.97%+1.2pp | 572.31%-577.0pp | -7.85%+3.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,752 | $6,111+43.2% | $7,448+17.5% | $4,028+117.3% |
| Admin fee / account holder | $352 | $6,277-94.4% | $10,007-96.5% | $5,404-93.5% |