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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 | $158,406 | $100,805+57.1% | $86,698+82.7% | $134,532+17.7% |
| Participation rate | 47.8% | 79.0%-31.1pp | 76.6%-28.8pp | 81.2%-33.4pp |
| Annual return | -12.68% | 29.09%-41.8pp | 35.95%-48.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,348 | $5,339-56.0% | $4,656-49.6% | $6,401-63.3% |
| Admin fee / account holder | $51,117 | $10,925+367.9% | $7,493+582.2% | $11,429+347.3% |