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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 | $87,046 | $82,678+5.3% | $125,391-30.6% | $68,490+27.1% |
| Participation rate | 59.1% | 75.1%-16.0pp | 82.4%-23.3pp | 67.9%-8.8pp |
| Annual return | -13.47% | -5.97%-7.5pp | 572.41%-585.9pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,616 | $6,111+24.6% | $7,448+2.3% | $4,028+89.1% |
| Admin fee / account holder | $18,930 | $6,277+201.6% | $10,009+89.1% | $5,403+250.4% |