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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 | $66,598 | $95,975-30.6% | $74,549-10.7% | $135,379-50.8% |
| Participation rate | 34.8% | 75.7%-40.9pp | 69.1%-34.4pp | 82.6%-47.9pp |
| Annual return | -7.38% | 56.96%-64.3pp | 32.53%-39.9pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,139 | $3,844-44.3% | $3,108-31.2% | $5,609-61.9% |
| Admin fee / account holder | $8,638 | $6,522+32.4% | $5,059+70.7% | $10,828-20.2% |