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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 | $113,532 | $113,941-0.4% | $94,229+20.5% | $125,389-9.5% |
| Participation rate | 38.9% | 82.9%-44.0pp | 78.8%-39.9pp | 83.2%-44.3pp |
| Annual return | -1.31% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,828 | $5,179-64.7% | $4,320-57.7% | $5,352-65.8% |
| Admin fee / account holder | $2,081 | $8,392-75.2% | $6,269-66.8% | $9,541-78.2% |