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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 | $116,582 | $95,895+21.6% | $79,576+46.5% | $134,509-13.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -13.55% | -2.72%-10.8pp | 0.15%-13.7pp | 418.13%-431.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,880 | $4,693-17.3% | $3,985-2.6% | $6,400-39.4% |
| Admin fee / account holder | $7,894 | $9,129-13.5% | $6,834+15.5% | $11,427-30.9% |