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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 | $72,179 | $82,674-12.7% | $125,363-42.4% | $68,495+5.4% |
| Participation rate | 17.2% | 75.0%-57.8pp | 82.4%-65.1pp | 67.9%-50.7pp |
| Annual return | -11.57% | -5.97%-5.6pp | 572.15%-583.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,022 | $6,111-50.5% | $7,447-59.4% | $4,028-25.0% |
| Admin fee / account holder | $2,221 | $6,276-64.6% | $10,005-77.8% | $5,403-58.9% |