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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 | $95,895-75.7% | $79,576-70.8% | $134,509-82.7% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -18.41% | -2.72%-15.7pp | 0.15%-18.6pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,540 | $4,693-24.6% | $3,985-11.2% | $6,400-44.7% |
| Admin fee / account holder | $476 | $9,129-94.8% | $6,834-93.0% | $11,427-95.8% |