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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 | $61,439 | $69,012-11.0% | $160,009-61.6% | $68,486-10.3% |
| Participation rate | 37.8% | 65.4%-27.6pp | 78.0%-40.1pp | 67.9%-30.1pp |
| Annual return | -15.88% | -9.65%-6.2pp | 408.85%-424.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,417 | $4,212-66.4% | $6,183-77.1% | $4,028-64.8% |
| Admin fee / account holder | $16,843 | $4,798+251.0% | $8,715+93.3% | $5,404+211.7% |