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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 | $61,363 | $91,536-33.0% | $130,062-52.8% | $75,177-18.4% |
| Participation rate | 53.1% | 71.5%-18.3pp | 78.5%-25.4pp | 67.2%-14.1pp |
| Annual return | 35.85% | -631.62%+667.5pp | -137.37%+173.2pp | 160.75%-124.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,353 | $4,343+0.2% | $5,821-25.2% | $4,126+5.5% |
| Admin fee / account holder | $3,125 | $6,780-53.9% | $10,601-70.5% | $5,651-44.7% |