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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 | $73,390 | $92,219-20.4% | $76,767-4.4% | $135,380-45.8% |
| Participation rate | 61.9% | 79.8%-17.9pp | 77.0%-15.1pp | 82.6%-20.7pp |
| Annual return | -6.55% | 5.46%-12.0pp | 2.43%-9.0pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,345 | $4,508-3.6% | $3,852+12.8% | $5,609-22.5% |
| Admin fee / account holder | $645 | $10,749-94.0% | $6,675-90.3% | $10,828-94.0% |