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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 | $34,568 | $113,941-69.7% | $94,229-63.3% | $125,389-72.4% |
| Participation rate | 36.4% | 82.9%-46.5pp | 78.8%-42.4pp | 83.2%-46.8pp |
| Annual return | -0.30% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,432 | $5,179-14.4% | $4,320+2.6% | $5,352-17.2% |
| Admin fee / account holder | $650 | $8,392-92.3% | $6,269-89.6% | $9,541-93.2% |