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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 | $27,170 | $82,674-67.1% | $125,363-78.3% | $68,495-60.3% |
| Participation rate | 60.3% | 75.0%-14.8pp | 82.4%-22.1pp | 67.9%-7.6pp |
| Annual return | -14.16% | -5.97%-8.2pp | 572.15%-586.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,966 | $6,111+46.7% | $7,447+20.4% | $4,028+122.6% |
| Admin fee / account holder | $3,433 | $6,276-45.3% | $10,005-65.7% | $5,403-36.5% |