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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 | $43,189 | $54,357-20.5% | $82,706-47.8% | $68,495-36.9% |
| Participation rate | 38.7% | 63.9%-25.3pp | 72.6%-33.9pp | 67.9%-29.2pp |
| Annual return | -18.48% | -13.67%-4.8pp | 701.76%-720.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,098 | $3,246-35.4% | $4,394-52.3% | $4,028-47.9% |
| Admin fee / account holder | $4,418 | $4,396+0.5% | $5,329-17.1% | $5,403-18.2% |