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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 | $84,750 | $69,012+22.8% | $160,009-47.0% | $68,486+23.7% |
| Participation rate | 43.6% | 65.4%-21.8pp | 78.0%-34.4pp | 67.9%-24.3pp |
| Annual return | -13.62% | -9.65%-4.0pp | 408.85%-422.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,461 | $4,212-41.6% | $6,183-60.2% | $4,028-38.9% |
| Admin fee / account holder | $9,373 | $4,798+95.3% | $8,715+7.6% | $5,404+73.5% |