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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 | $65,005 | $91,537-29.0% | $130,045-50.0% | $75,173-13.5% |
| Participation rate | 42.9% | 71.5%-28.6pp | 78.5%-35.6pp | 67.2%-24.3pp |
| Annual return | 16.25% | -631.55%+647.8pp | -137.30%+153.6pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,282 | $4,343+21.6% | $5,820-9.3% | $4,126+28.0% |
| Admin fee / account holder | $1,358 | $6,780-80.0% | $10,600-87.2% | $5,651-76.0% |