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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 | $75,109 | $95,917-21.7% | $79,583-5.6% | $134,545-44.2% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -13.31% | -2.70%-10.6pp | 0.16%-13.5pp | 418.37%-431.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,045 | $4,694-35.1% | $3,986-23.6% | $6,401-52.4% |
| Admin fee / account holder | $9,802 | $9,132+7.3% | $6,835+43.4% | $11,431-14.2% |