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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 | $20,457 | $59,107-65.4% | $86,439-76.3% | $68,495-70.1% |
| Participation rate | 45.5% | 75.2%-29.8pp | 80.3%-34.9pp | 67.9%-22.4pp |
| Annual return | -3.52% | -0.23%-3.3pp | 4395.55%-4399.1pp | -7.84%+4.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,940 | $5,901-33.2% | $6,952-43.3% | $4,028-2.2% |
| Admin fee / account holder | $3,772 | $5,637-33.1% | $6,732-44.0% | $5,403-30.2% |