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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 | $63,993 | $85,790-25.4% | $67,313-4.9% | $135,382-52.7% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.1%-5.4pp | 82.6%-19.0pp |
| Annual return | -8.65% | -0.54%-8.1pp | -4.08%-4.6pp | 519.77%-528.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,081 | $4,651+30.8% | $3,568+70.4% | $5,609+8.4% |
| Admin fee / account holder | $625 | $6,392-90.2% | $4,507-86.1% | $10,829-94.2% |