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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 | $74,134 | $91,537-19.0% | $130,045-43.0% | $75,173-1.4% |
| Participation rate | 42.9% | 71.5%-28.6pp | 78.5%-35.6pp | 67.2%-24.3pp |
| Annual return | 20.43% | -631.55%+652.0pp | -137.30%+157.7pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,447 | $4,343-43.7% | $5,820-58.0% | $4,126-40.7% |
| Admin fee / account holder | $1,700 | $6,780-74.9% | $10,600-84.0% | $5,651-69.9% |