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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 | $24,501 | $134,001-81.7% | $112,258-78.2% | $134,509-81.8% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -17.87% | 47.15%-65.0pp | 27.47%-45.3pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,372 | $5,291-36.3% | $4,728-28.7% | $6,400-47.3% |
| Admin fee / account holder | $1,618 | $7,491-78.4% | $6,411-74.8% | $11,427-85.8% |