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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 | $35,007 | $93,117-62.4% | $77,096-54.6% | $134,532-74.0% |
| Participation rate | 29.4% | 74.5%-45.1pp | 67.9%-38.5pp | 81.2%-51.8pp |
| Annual return | -15.23% | 62.67%-77.9pp | 42.35%-57.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,472 | $5,241-33.7% | $4,429-21.6% | $6,401-45.8% |
| Admin fee / account holder | $1,041 | $6,948-85.0% | $5,428-80.8% | $11,429-90.9% |