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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 | $29,453 | $91,537-67.8% | $130,045-77.4% | $75,173-60.8% |
| Participation rate | 57.7% | 71.5%-13.8pp | 78.5%-20.8pp | 67.2%-9.5pp |
| Annual return | 25.07% | -631.55%+656.6pp | -137.30%+162.4pp | 160.72%-135.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,015 | $4,343+84.6% | $5,820+37.7% | $4,126+94.3% |
| Admin fee / account holder | $2,868 | $6,780-57.7% | $10,600-72.9% | $5,651-49.3% |