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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 | $65,433 | $57,352+14.1% | $83,830-21.9% | $64,173+2.0% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -8.37% | 11.38%-19.8pp | 850.97%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,853 | $2,993-4.7% | $4,082-30.1% | $3,470-17.8% |
| Admin fee / account holder | $1,375 | $4,046-66.0% | $5,479-74.9% | $4,887-71.9% |