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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 | $21,795 | $105,861-79.4% | $90,756-76.0% | $134,509-83.8% |
| Participation rate | 47.6% | 78.2%-30.6pp | 75.7%-28.1pp | 81.2%-33.6pp |
| Annual return | -18.22% | -10.99%-7.2pp | -12.16%-6.1pp | 418.13%-436.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,312 | $5,217-55.7% | $4,565-49.3% | $6,400-63.9% |
| Admin fee / account holder | $11,023 | $13,938-20.9% | $8,445+30.5% | $11,427-3.5% |