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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 | $70,984 | $95,975-26.0% | $74,549-4.8% | $135,379-47.6% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -4.09% | 56.96%-61.1pp | 32.53%-36.6pp | 519.79%-523.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,408 | $3,844-37.3% | $3,108-22.5% | $5,609-57.1% |
| Admin fee / account holder | $331 | $6,522-94.9% | $5,059-93.5% | $10,828-96.9% |