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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 | $63,596 | $57,352+10.9% | $83,830-24.1% | $64,173-0.9% |
| Participation rate | 43.1% | 68.6%-25.5pp | 76.1%-33.1pp | 69.6%-26.5pp |
| Annual return | -5.91% | 11.38%-17.3pp | 850.97%-856.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,045 | $2,993+1.7% | $4,082-25.4% | $3,470-12.2% |
| Admin fee / account holder | $3,000 | $4,046-25.9% | $5,479-45.2% | $4,887-38.6% |