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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 | $158,473 | $72,404+118.9% | $110,243+43.7% | $64,173+146.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -5.19% | -6.29%+1.1pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,588 | $3,469-25.4% | $4,672-44.6% | $3,470-25.4% |
| Admin fee / account holder | $659 | $5,664-88.4% | $8,548-92.3% | $4,887-86.5% |