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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 | $35,345 | $82,678-57.3% | $125,391-71.8% | $68,490-48.4% |
| Participation rate | 37.9% | 75.1%-37.1pp | 82.4%-44.5pp | 67.9%-30.0pp |
| Annual return | -11.45% | -5.97%-5.5pp | 572.41%-583.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,105 | $6,111-0.1% | $7,448-18.0% | $4,028+51.6% |
| Admin fee / account holder | $3,739 | $6,277-40.4% | $10,009-62.6% | $5,403-30.8% |