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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 | $63,184 | $147,167-57.1% | $111,392-43.3% | $135,382-53.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 78.9%-38.9pp | 82.6%-42.6pp |
| Annual return | 10.84% | -4.44%+15.3pp | -2.06%+12.9pp | 519.77%-508.9pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,239 | $6,565-65.9% | $5,567-59.8% | $5,609-60.1% |
| Admin fee / account holder | $615 | $20,270-97.0% | $12,266-95.0% | $10,829-94.3% |