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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 | $29,242 | $68,996-57.6% | $159,991-81.7% | $68,495-57.3% |
| Participation rate | 39.0% | 65.4%-26.4pp | 78.0%-39.0pp | 67.9%-28.9pp |
| Annual return | -17.14% | -9.65%-7.5pp | 408.82%-426.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,083 | $4,211-26.8% | $6,183-50.1% | $4,028-23.5% |
| Admin fee / account holder | $487 | $4,797-89.9% | $8,715-94.4% | $5,403-91.0% |