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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 | $83,583 | $53,546+56.1% | $69,884+19.6% | $68,486+22.0% |
| Participation rate | 20.0% | 64.5%-44.5pp | 70.5%-50.5pp | 67.9%-47.9pp |
| Annual return | -17.81% | -13.87%-3.9pp | 190.81%-208.6pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,781 | $2,957-39.8% | $3,848-53.7% | $4,028-55.8% |
| Admin fee / account holder | $10,203 | $4,693+117.4% | $6,266+62.8% | $5,404+88.8% |