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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 | $25,031 | $54,355-53.9% | $82,744-69.7% | $68,486-63.5% |
| Participation rate | 67.5% | 63.9%+3.6pp | 72.6%-5.1pp | 67.9%-0.4pp |
| Annual return | -14.81% | -13.67%-1.1pp | 702.22%-717.0pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,179 | $3,246-63.7% | $4,395-73.2% | $4,028-70.7% |
| Admin fee / account holder | $3,391 | $4,397-22.9% | $5,325-36.3% | $5,404-37.2% |