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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 | $61,971 | $105,867-41.5% | $90,760-31.7% | $134,532-53.9% |
| Participation rate | 61.5% | 78.3%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -19.12% | -10.99%-8.1pp | -12.16%-7.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,060 | $5,217-60.5% | $4,565-54.9% | $6,401-67.8% |
| Admin fee / account holder | $17,032 | $13,936+22.2% | $8,444+101.7% | $11,429+49.0% |