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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 | $94,012 | $127,387-26.2% | $115,038-18.3% | $125,389-25.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.57% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,196 | $6,423-3.5% | $6,026+2.8% | $5,352+15.8% |
| Admin fee / account holder | $647 | $9,516-93.2% | $8,175-92.1% | $9,541-93.2% |