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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 | $24,564 | $100,805-75.6% | $86,698-71.7% | $134,532-81.7% |
| Participation rate | 34.8% | 79.0%-44.2pp | 76.6%-41.8pp | 81.2%-46.4pp |
| Annual return | -8.36% | 29.09%-37.4pp | 35.95%-44.3pp | 418.27%-426.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,170 | $5,339-59.4% | $4,656-53.4% | $6,401-66.1% |
| Admin fee / account holder | $391 | $10,925-96.4% | $7,493-94.8% | $11,429-96.6% |