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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 | $78,429 | $95,917-18.2% | $79,583-1.4% | $134,545-41.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -16.59% | -2.70%-13.9pp | 0.16%-16.7pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,487 | $4,694+59.5% | $3,986+87.8% | $6,401+17.0% |
| Admin fee / account holder | $441 | $9,132-95.2% | $6,835-93.5% | $11,431-96.1% |