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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 | $34,778 | $92,219-62.3% | $76,767-54.7% | $135,380-74.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -6.28% | 5.46%-11.7pp | 2.43%-8.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $21,916 | $4,508+386.1% | $3,852+469.0% | $5,609+290.7% |
| Admin fee / account holder | $6,755 | $10,749-37.2% | $6,675+1.2% | $10,828-37.6% |