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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 | $34,612 | $75,959-54.4% | $154,114-77.5% | $64,181-46.1% |
| Participation rate | 31.0% | 70.4%-39.5pp | 83.0%-52.1pp | 69.6%-38.6pp |
| Annual return | -5.61% | 30.32%-35.9pp | 735.16%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,079 | $3,175-66.0% | $5,081-78.8% | $3,470-68.9% |
| Admin fee / account holder | $6,380 | $5,589+14.2% | $13,411-52.4% | $4,887+30.5% |