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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 | $23,270 | $95,915-75.7% | $79,580-70.8% | $134,532-82.7% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -18.41% | -2.71%-15.7pp | 0.15%-18.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,540 | $4,693-24.6% | $3,985-11.2% | $6,401-44.7% |
| Admin fee / account holder | $476 | $9,132-94.8% | $6,835-93.0% | $11,429-95.8% |