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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 | $7,306 | $67,352-89.2% | $60,899-88.0% | $134,509-94.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -14.91% | 49.99%-64.9pp | 16.92%-31.8pp | 418.13%-433.0pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,117 | $4,539-75.4% | $3,817-70.7% | $6,400-82.5% |
| Admin fee / account holder | $381 | $4,585-91.7% | $3,225-88.2% | $11,427-96.7% |