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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 | $58,946 | $66,302-11.1% | $110,243-46.5% | $56,289+4.7% |
| Participation rate | 61.1% | 74.9%-13.8pp | 79.8%-18.7pp | 69.9%-8.7pp |
| Annual return | -5.09% | -1.18%-3.9pp | 314.76%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,705 | $3,381-20.0% | $4,672-42.1% | $3,350-19.2% |
| Admin fee / account holder | $1,235 | $698+76.9% | $8,548-85.5% | $521+137.1% |