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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 | $149,092 | $95,895+55.5% | $79,576+87.4% | $134,509+10.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -13.96% | -2.72%-11.2pp | 0.15%-14.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,270 | $4,693+12.3% | $3,985+32.2% | $6,400-17.7% |
| Admin fee / account holder | $25,298 | $9,129+177.1% | $6,834+270.2% | $11,427+121.4% |