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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 | $63,031 | $158,852-60.3% | $121,220-48.0% | $135,379-53.4% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.8%-14.6pp | 82.6%-25.5pp |
| Annual return | -8.50% | -0.64%-7.9pp | 16.94%-25.4pp | 519.79%-528.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,361 | $4,006+133.7% | $3,345+179.8% | $5,609+66.9% |
| Admin fee / account holder | $438 | $6,515-93.3% | $5,021-91.3% | $10,828-96.0% |