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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 | $56,118 | $94,529-40.6% | $140,019-59.9% | $64,173-12.6% |
| Participation rate | 53.3% | 84.1%-30.8pp | 87.5%-34.2pp | 69.6%-16.2pp |
| Annual return | -7.06% | 7.77%-14.8pp | 651.17%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,895 | $5,250-6.8% | $6,927-29.3% | $3,470+41.1% |
| Admin fee / account holder | $9,419 | $6,741+39.7% | $10,705-12.0% | $4,887+92.7% |