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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 | $90,411 | $77,816+16.2% | $123,549-26.8% | $64,181+40.9% |
| Participation rate | 69.6% | 74.7%-5.1pp | 82.3%-12.7pp | 69.6%0pp |
| Annual return | -4.46% | 12.49%-16.9pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,286 | $5,240+96.3% | $6,426+60.1% | $3,470+196.5% |
| Admin fee / account holder | $9,467 | $5,519+71.5% | $9,284+2.0% | $4,887+93.7% |