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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 | $39,151 | $81,870-52.2% | $119,608-67.3% | $68,495-42.8% |
| Participation rate | 58.3% | 71.9%-13.6pp | 79.3%-20.9pp | 67.9%-9.6pp |
| Annual return | 304.43% | -23.82%+328.3pp | -14.98%+319.4pp | -7.84%+312.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,625 | $4,148+83.8% | $5,601+36.1% | $4,028+89.3% |
| Admin fee / account holder | $1,095 | $6,583-83.4% | $10,326-89.4% | $5,403-79.7% |