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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 | $17,029 | $57,352-70.3% | $83,831-79.7% | $64,173-73.5% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.8pp | 69.6%-6.2pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,002 | $2,993+67.1% | $4,082+22.5% | $3,470+44.2% |
| Admin fee / account holder | $1,806 | $4,046-55.4% | $5,479-67.0% | $4,887-63.0% |