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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 | $60,322 | $142,392-57.6% | $119,622-49.6% | $134,532-55.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -5.18% | -12.46%+7.3pp | -14.98%+9.8pp | 418.27%-423.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,816 | $6,467-56.5% | $5,601-49.7% | $6,401-56.0% |
| Admin fee / account holder | $6,559 | $13,593-51.7% | $10,328-36.5% | $11,429-42.6% |