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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 | $30,590 | $211,946-85.6% | $169,452-81.9% | $135,380-77.4% |
| Participation rate | 58.3% | 82.6%-24.3pp | 77.8%-19.4pp | 82.6%-24.3pp |
| Annual return | -6.42% | 3.26%-9.7pp | 1.83%-8.2pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,199 | $6,075-14.4% | $5,277-1.5% | $5,609-7.3% |
| Admin fee / account holder | $527 | $11,472-95.4% | $9,110-94.2% | $10,828-95.1% |