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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 | $76,868 | $82,674-7.0% | $125,381-38.7% | $68,486+12.2% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,494 | $6,111+6.3% | $7,448-12.8% | $4,028+61.2% |
| Admin fee / account holder | $1,131 | $6,277-82.0% | $10,007-88.7% | $5,404-79.1% |