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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 | $73,580 | $49,177+49.6% | $79,476-7.4% | $64,181+14.6% |
| Participation rate | 44.6% | 65.0%-20.5pp | 73.3%-28.8pp | 69.6%-25.0pp |
| Annual return | -2.27% | -1.16%-1.1pp | 718.21%-720.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,342 | $2,821+18.5% | $3,704-9.8% | $3,470-3.7% |
| Admin fee / account holder | $2,656 | $3,839-30.8% | $5,113-48.1% | $4,887-45.7% |