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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 | $82,522 | $54,370+51.8% | $82,763-0.3% | $68,490+20.5% |
| Participation rate | 24.1% | 63.9%-39.9pp | 72.6%-48.5pp | 67.9%-43.8pp |
| Annual return | -16.16% | -13.67%-2.5pp | 702.45%-718.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,491 | $3,247+7.5% | $4,395-20.6% | $4,028-13.3% |
| Admin fee / account holder | $2,141 | $4,398-51.3% | $5,325-59.8% | $5,403-60.4% |