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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 | $30,322 | $43,730-30.7% | $121,220-75.0% | $64,173-52.7% |
| Participation rate | 27.1% | 58.3%-31.2pp | 71.8%-44.6pp | 69.6%-42.4pp |
| Annual return | -7.43% | 68.94%-76.4pp | 16.94%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,298 | $2,281-43.1% | $3,345-61.2% | $3,470-62.6% |
| Admin fee / account holder | $818 | $3,502-76.7% | $5,021-83.7% | $4,887-83.3% |