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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 | $34,379 | $95,915-64.2% | $79,580-56.8% | $134,532-74.4% |
| Participation rate | 35.7% | 75.0%-39.3pp | 69.5%-33.8pp | 81.2%-45.5pp |
| Annual return | -19.05% | -2.71%-16.3pp | 0.15%-19.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,452 | $4,693-5.2% | $3,985+11.7% | $6,401-30.5% |
| Admin fee / account holder | $341 | $9,132-96.3% | $6,835-95.0% | $11,429-97.0% |