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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 | $103,636 | $82,314+25.9% | $68,808+50.6% | $134,532-23.0% |
| Participation rate | 41.2% | 75.1%-33.9pp | 69.0%-27.8pp | 81.2%-40.1pp |
| Annual return | -16.61% | -2.18%-14.4pp | -6.37%-10.2pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,370 | $4,740-50.0% | $3,942-39.9% | $6,401-63.0% |
| Admin fee / account holder | $4,509 | $6,484-30.5% | $4,936-8.6% | $11,429-60.5% |