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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 | $59,916 | $91,525-34.5% | $130,026-53.9% | $75,181-20.3% |
| Participation rate | 60.0% | 71.4%-11.4pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 31.34% | -631.40%+662.7pp | -137.26%+168.6pp | 160.69%-129.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,365 | $4,342+92.7% | $5,821+43.7% | $4,126+102.8% |
| Admin fee / account holder | $4,537 | $6,778-33.1% | $10,608-57.2% | $5,650-19.7% |