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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 | $30,202 | $127,387-76.3% | $115,038-73.7% | $125,389-75.9% |
| Participation rate | 36.8% | 84.2%-47.3pp | 81.4%-44.5pp | 83.2%-46.3pp |
| Annual return | -1.92% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,923 | $6,423-54.5% | $6,026-51.5% | $5,352-45.4% |
| Admin fee / account holder | $2,843 | $9,516-70.1% | $8,175-65.2% | $9,541-70.2% |