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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 | $19,800 | $82,324-75.9% | $68,803-71.2% | $134,545-85.3% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -15.41% | -2.17%-13.2pp | -6.37%-9.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,644 | $4,740-65.3% | $3,942-58.3% | $6,401-74.3% |
| Admin fee / account holder | $1,260 | $6,485-80.6% | $4,936-74.5% | $11,431-89.0% |