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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 | $142,458 | $95,915+48.5% | $79,580+79.0% | $134,532+5.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -16.56% | -2.71%-13.8pp | 0.15%-16.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,293 | $4,693+76.7% | $3,985+108.1% | $6,401+29.6% |
| Admin fee / account holder | $12,716 | $9,132+39.3% | $6,835+86.0% | $11,429+11.3% |