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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 | $58,438 | $49,177+18.8% | $79,467-26.5% | $64,173-8.9% |
| Participation rate | 27.9% | 65.0%-37.1pp | 73.3%-45.4pp | 69.6%-41.7pp |
| Annual return | -3.56% | -1.16%-2.4pp | 718.30%-721.9pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,064 | $2,821-62.3% | $3,704-71.3% | $3,470-69.3% |
| Admin fee / account holder | $1,402 | $3,839-63.5% | $5,104-72.5% | $4,887-71.3% |