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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 | $47,558 | $68,996-31.1% | $159,991-70.3% | $68,495-30.6% |
| Participation rate | 30.3% | 65.4%-35.1pp | 78.0%-47.7pp | 67.9%-37.6pp |
| Annual return | -17.96% | -9.65%-8.3pp | 408.82%-426.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,253 | $4,211-46.5% | $6,183-63.6% | $4,028-44.1% |
| Admin fee / account holder | $10,388 | $4,797+116.5% | $8,715+19.2% | $5,403+92.3% |