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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 | $95,547 | $44,103+116.6% | $75,826+26.0% | $64,173+48.9% |
| Participation rate | 54.3% | 62.7%-8.4pp | 68.2%-13.9pp | 69.6%-15.3pp |
| Annual return | -4.67% | -4.72%0pp | 1914.15%-1918.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,075 | $2,204-5.8% | $2,862-27.5% | $3,470-40.2% |
| Admin fee / account holder | $14,737 | $3,506+320.3% | $4,726+211.8% | $4,887+201.5% |