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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 | $115,920 | $127,387-9.0% | $115,038+0.8% | $125,389-7.6% |
| Participation rate | 35.7% | 84.2%-48.4pp | 81.4%-45.7pp | 83.2%-47.5pp |
| Annual return | -1.89% | 31.28%-33.2pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,606 | $6,423-28.3% | $6,026-23.6% | $5,352-13.9% |
| Admin fee / account holder | $4,238 | $9,516-55.5% | $8,175-48.2% | $9,541-55.6% |