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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 | $105,641 | $167,352-36.9% | $143,788-26.5% | $134,509-21.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -14.62% | 0.47%-15.1pp | -0.03%-14.6pp | 418.13%-432.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,696 | $6,447+112.4% | $5,638+142.9% | $6,400+114.0% |
| Admin fee / account holder | $34,804 | $18,091+92.4% | $14,675+137.2% | $11,427+204.6% |