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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 | $125,377 | $85,790+46.1% | $67,313+86.3% | $135,380-7.4% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | -5.41% | -0.54%-4.9pp | -4.08%-1.3pp | 519.81%-525.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,562 | $4,651-66.4% | $3,568-56.2% | $5,609-72.1% |
| Admin fee / account holder | $1,555 | $6,392-75.7% | $4,507-65.5% | $10,828-85.6% |