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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 | $37,090 | $87,544-57.6% | $75,784-51.1% | $125,388-70.4% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.20% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,455 | $4,229-41.9% | $3,652-32.8% | $5,352-54.1% |
| Admin fee / account holder | $569 | $6,502-91.2% | $5,300-89.3% | $9,541-94.0% |