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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 | $16,041 | $82,314-80.5% | $68,808-76.7% | $134,532-88.1% |
| Participation rate | 34.8% | 75.1%-40.3pp | 69.0%-34.2pp | 81.2%-46.4pp |
| Annual return | -13.59% | -2.18%-11.4pp | -6.37%-7.2pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,469 | $4,740-47.9% | $3,942-37.4% | $6,401-61.4% |
| Admin fee / account holder | $1,343 | $6,484-79.3% | $4,936-72.8% | $11,429-88.3% |