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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 | $93,452 | $134,001-30.3% | $112,258-16.8% | $134,509-30.5% |
| Participation rate | 52.4% | 78.6%-26.2pp | 75.1%-22.7pp | 81.2%-28.8pp |
| Annual return | -19.23% | 47.15%-66.4pp | 27.47%-46.7pp | 418.13%-437.4pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,871 | $5,291-26.8% | $4,728-18.1% | $6,400-39.5% |
| Admin fee / account holder | $661 | $7,491-91.2% | $6,411-89.7% | $11,427-94.2% |