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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 | $109,622 | $85,790+27.8% | $67,313+62.9% | $135,382-19.0% |
| Participation rate | 56.3% | 76.5%-20.2pp | 69.1%-12.8pp | 82.6%-26.4pp |
| Annual return | -6.22% | -0.54%-5.7pp | -4.08%-2.1pp | 519.77%-526.0pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,210 | $4,651-9.5% | $3,568+18.0% | $5,609-24.9% |
| Admin fee / account holder | $1,227 | $6,392-80.8% | $4,507-72.8% | $10,829-88.7% |