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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 | $30,718 | $75,962-59.6% | $154,108-80.1% | $64,173-52.1% |
| Participation rate | 25.0% | 70.4%-45.4pp | 83.0%-58.0pp | 69.6%-44.6pp |
| Annual return | -2.58% | 30.32%-32.9pp | 735.21%-737.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,163 | $3,175-31.9% | $5,081-57.4% | $3,470-37.6% |
| Admin fee / account holder | $518 | $5,589-90.7% | $13,411-96.1% | $4,887-89.4% |