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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 | $53,245 | $167,352-68.2% | $143,788-63.0% | $134,509-60.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.30% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,859 | $6,447-24.6% | $5,638-13.8% | $6,400-24.1% |
| Admin fee / account holder | $3,956 | $18,091-78.1% | $14,675-73.0% | $11,427-65.4% |