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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 | $47,674 | $82,674-42.3% | $125,381-62.0% | $68,486-30.4% |
| Participation rate | 47.4% | 75.1%-27.7pp | 82.4%-35.0pp | 67.9%-20.5pp |
| Annual return | -19.09% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,789 | $6,111-54.4% | $7,448-62.6% | $4,028-30.8% |
| Admin fee / account holder | $2,635 | $6,277-58.0% | $10,007-73.7% | $5,404-51.2% |