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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 | $96,366 | $85,790+12.3% | $67,313+43.2% | $135,380-28.8% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.1%-13.5pp | 82.6%-27.1pp |
| Annual return | -3.68% | -0.54%-3.1pp | -4.08%+0.4pp | 519.81%-523.5pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,398 | $4,651-48.4% | $3,568-32.8% | $5,609-57.2% |
| Admin fee / account holder | $9,201 | $6,392+43.9% | $4,507+104.2% | $10,828-15.0% |