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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 | $29,659 | $82,674-64.1% | $125,363-76.3% | $68,495-56.7% |
| Participation rate | 34.9% | 75.0%-40.2pp | 82.4%-47.5pp | 67.9%-33.0pp |
| Annual return | -6.78% | -5.97%-0.8pp | 572.15%-578.9pp | -7.84%+1.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,699 | $6,111-23.1% | $7,447-36.9% | $4,028+16.7% |
| Admin fee / account holder | $1,551 | $6,276-75.3% | $10,005-84.5% | $5,403-71.3% |