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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 | $16,754 | $57,352-70.8% | $83,831-80.0% | $64,173-73.9% |
| Participation rate | 40.7% | 68.6%-27.9pp | 76.1%-35.4pp | 69.6%-28.9pp |
| Annual return | -2.22% | 11.38%-13.6pp | 850.99%-853.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,792 | $2,993-40.1% | $4,082-56.1% | $3,470-48.4% |
| Admin fee / account holder | $1,005 | $4,046-75.2% | $5,479-81.7% | $4,887-79.4% |