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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 | $132,131 | $95,917+37.8% | $79,583+66.0% | $134,545-1.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -4.97% | -2.70%-2.3pp | 0.16%-5.1pp | 418.37%-423.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,396 | $4,694+36.3% | $3,986+60.5% | $6,401-0.1% |
| Admin fee / account holder | $2,855 | $9,132-68.7% | $6,835-58.2% | $11,431-75.0% |