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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 | $140,388 | $69,541+101.9% | $59,899+134.4% | $135,380+3.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -8.37% | 7.95%-16.3pp | 3.46%-11.8pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,001 | $4,206+42.7% | $3,402+76.4% | $5,609+7.0% |
| Admin fee / account holder | $1,513 | $5,737-73.6% | $3,592-57.9% | $10,828-86.0% |