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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 | $91,144 | $82,678+10.2% | $125,391-27.3% | $68,490+33.1% |
| Participation rate | 60.7% | 75.1%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | -17.81% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,860 | $6,111-36.8% | $7,448-48.2% | $4,028-4.2% |
| Admin fee / account holder | $2,110 | $6,277-66.4% | $10,009-78.9% | $5,403-60.9% |