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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 | $109,438 | $82,674+32.4% | $125,381-12.7% | $68,486+59.8% |
| Participation rate | 62.7% | 75.1%-12.4pp | 82.4%-19.7pp | 67.9%-5.2pp |
| Annual return | -18.34% | -5.97%-12.4pp | 572.31%-590.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,106 | $6,111-0.1% | $7,448-18.0% | $4,028+51.6% |
| Admin fee / account holder | $1,575 | $6,277-74.9% | $10,007-84.3% | $5,404-70.8% |