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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 | $92,325 | $211,946-56.4% | $169,452-45.5% | $135,382-31.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -3.12% | 3.26%-6.4pp | 1.83%-5.0pp | 519.77%-522.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,367 | $6,075-61.0% | $5,277-55.2% | $5,609-57.8% |
| Admin fee / account holder | $1,556 | $11,472-86.4% | $9,110-82.9% | $10,829-85.6% |