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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 | $79,488 | $85,790-7.3% | $67,313+18.1% | $135,380-41.3% |
| Participation rate | 57.9% | 76.5%-18.6pp | 69.1%-11.2pp | 82.6%-24.7pp |
| Annual return | -3.18% | -0.54%-2.6pp | -4.08%+0.9pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,642 | $4,651-43.2% | $3,568-26.0% | $5,609-52.9% |
| Admin fee / account holder | $20,665 | $6,392+223.3% | $4,507+358.5% | $10,828+90.8% |