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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 | $123,789 | $82,678+49.7% | $125,391-1.3% | $68,490+80.7% |
| Participation rate | 38.7% | 75.1%-36.4pp | 82.4%-43.7pp | 67.9%-29.2pp |
| Annual return | -11.60% | -5.97%-5.6pp | 572.41%-584.0pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,817 | $6,111-53.9% | $7,448-62.2% | $4,028-30.1% |
| Admin fee / account holder | $13,555 | $6,277+115.9% | $10,009+35.4% | $5,403+150.9% |