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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 | $85,940 | $100,811-14.8% | $86,698-0.9% | $134,545-36.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -15.55% | 29.11%-44.7pp | 35.96%-51.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,475 | $5,339+2.5% | $4,656+17.6% | $6,401-14.5% |
| Admin fee / account holder | $12,159 | $10,926+11.3% | $7,492+62.3% | $11,431+6.4% |