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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 | $112,504 | $131,835-14.7% | $108,582+3.6% | $273,972-58.9% |
| Participation rate | 34.8% | 83.5%-48.7pp | 79.6%-44.8pp | 83.0%-48.2pp |
| Annual return | 10.79% | -91.57%+102.4pp | -51.70%+62.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,368 | $5,127-53.8% | $4,311-45.1% | $5,287-55.2% |
| Admin fee / account holder | $1,219 | $10,253-88.1% | $7,645-84.1% | $10,133-88.0% |