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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 | $81,927 | $94,529-13.3% | $140,019-41.5% | $64,181+27.7% |
| Participation rate | 47.4% | 84.1%-36.7pp | 87.5%-40.1pp | 69.6%-22.2pp |
| Annual return | -0.23% | 7.77%-8.0pp | 651.15%-651.4pp | 7.63%-7.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,237 | $5,250-19.3% | $6,927-38.8% | $3,470+22.1% |
| Admin fee / account holder | $6,136 | $6,741-9.0% | $10,705-42.7% | $4,887+25.5% |