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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 | $18,770 | $82,678-77.3% | $125,391-85.0% | $68,490-72.6% |
| Participation rate | 64.4% | 75.1%-10.7pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -18.01% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,395 | $6,111-11.7% | $7,448-27.6% | $4,028+33.9% |
| Admin fee / account holder | $4,072 | $6,277-35.1% | $10,009-59.3% | $5,403-24.6% |