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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 | $83,290 | $72,404+15.0% | $110,243-24.4% | $64,173+29.8% |
| Participation rate | 31.3% | 73.3%-42.1pp | 79.8%-48.6pp | 69.6%-38.3pp |
| Annual return | -3.36% | -6.29%+2.9pp | 314.76%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,923 | $3,469+13.1% | $4,672-16.0% | $3,470+13.1% |
| Admin fee / account holder | $602 | $5,664-89.4% | $8,548-93.0% | $4,887-87.7% |