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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 | $101,784 | $82,324+23.6% | $68,803+47.9% | $134,545-24.3% |
| Participation rate | 26.7% | 75.1%-48.4pp | 69.0%-42.4pp | 81.2%-54.6pp |
| Annual return | -20.48% | -2.17%-18.3pp | -6.37%-14.1pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,714 | $4,740-21.6% | $3,942-5.8% | $6,401-42.0% |
| Admin fee / account holder | $1,153 | $6,485-82.2% | $4,936-76.6% | $11,431-89.9% |