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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 | $182,032 | $91,536+98.9% | $130,062+40.0% | $75,177+142.1% |
| Participation rate | 64.4% | 71.5%-7.0pp | 78.5%-14.1pp | 67.2%-2.8pp |
| Annual return | 18.27% | -631.62%+649.9pp | -137.37%+155.6pp | 160.75%-142.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,019 | $4,343+38.6% | $5,821+3.4% | $4,126+45.9% |
| Admin fee / account holder | $5,627 | $6,780-17.0% | $10,601-46.9% | $5,651-0.4% |