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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 | $23,634 | $142,409-83.4% | $119,634-80.2% | $134,545-82.4% |
| Participation rate | 31.6% | 82.8%-51.3pp | 79.3%-47.7pp | 81.2%-49.7pp |
| Annual return | -18.12% | -12.46%-5.7pp | -14.98%-3.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,220 | $6,468-50.2% | $5,601-42.5% | $6,401-49.7% |
| Admin fee / account holder | $921 | $13,594-93.2% | $10,329-91.1% | $11,431-91.9% |