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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 | $153,645 | $95,917+60.2% | $79,583+93.1% | $134,545+14.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -15.58% | -2.70%-12.9pp | 0.16%-15.7pp | 418.37%-433.9pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,499 | $4,694-25.5% | $3,986-12.2% | $6,401-45.3% |
| Admin fee / account holder | $653 | $9,132-92.8% | $6,835-90.4% | $11,431-94.3% |