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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 | $28,133 | $93,117-69.8% | $77,096-63.5% | $134,532-79.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -20.32% | 62.67%-83.0pp | 42.35%-62.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,013 | $5,241+14.7% | $4,429+35.8% | $6,401-6.1% |
| Admin fee / account holder | $933 | $6,948-86.6% | $5,428-82.8% | $11,429-91.8% |