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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 | $155,337 | $142,392+9.1% | $119,622+29.9% | $134,532+15.5% |
| Participation rate | 39.1% | 82.8%-43.7pp | 79.3%-40.1pp | 81.2%-42.1pp |
| Annual return | -18.43% | -12.46%-6.0pp | -14.98%-3.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,890 | $6,467-39.8% | $5,601-30.5% | $6,401-39.2% |
| Admin fee / account holder | $1,111 | $13,593-91.8% | $10,328-89.2% | $11,429-90.3% |