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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 | $74,033 | $105,866-30.1% | $90,766-18.4% | $134,545-45.0% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -15.10% | -10.99%-4.1pp | -12.16%-2.9pp | 418.37%-433.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,985 | $5,217+14.7% | $4,565+31.1% | $6,401-6.5% |
| Admin fee / account holder | $3,831 | $13,938-72.5% | $8,446-54.6% | $11,431-66.5% |