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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 | $37,361 | $133,998-72.1% | $112,263-66.7% | $134,545-72.2% |
| Participation rate | 42.1% | 78.6%-36.5pp | 75.1%-33.0pp | 81.2%-39.1pp |
| Annual return | -14.90% | 47.17%-62.1pp | 27.49%-42.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,312 | $4,040-42.8% | $3,636-36.4% | $4,742-51.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,677 | $7,493+122.6% | $6,410+160.2% | $11,431+45.9% |