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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 | $59,118 | $50,199+17.8% | $69,884-15.4% | $66,938-11.7% |
| Participation rate | 59.4% | 66.3%-6.9pp | 70.5%-11.1pp | 69.8%-10.4pp |
| Annual return | -17.24% | -13.85%-3.4pp | 190.81%-208.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,838 | $3,112+23.3% | $3,848-0.3% | $4,238-9.4% |
| Admin fee / account holder | $2,271 | $600+278.7% | $6,266-63.8% | $594+282.7% |