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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 | $131,623 | $93,098+41.4% | $77,081+70.8% | $134,509-2.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -13.48% | 62.63%-76.1pp | 42.33%-55.8pp | 418.13%-431.6pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,000 | $5,239+243.5% | $4,428+306.5% | $6,400+181.2% |
| Admin fee / account holder | $583 | $6,945-91.6% | $5,427-89.3% | $11,427-94.9% |