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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 | $36,051 | $211,946-83.0% | $169,452-78.7% | $135,382-73.4% |
| Participation rate | 61.5% | 82.6%-21.1pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -5.60% | 3.26%-8.9pp | 1.83%-7.4pp | 519.77%-525.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,446 | $6,075-59.7% | $5,277-53.7% | $5,609-56.4% |
| Admin fee / account holder | $421 | $11,472-96.3% | $9,110-95.4% | $10,829-96.1% |