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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 | $203,443 | $127,387+59.7% | $115,038+76.8% | $125,389+62.2% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -2.60% | 31.28%-33.9pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,205 | $6,423-34.5% | $6,026-30.2% | $5,352-21.4% |
| Admin fee / account holder | $1,792 | $9,516-81.2% | $8,175-78.1% | $9,541-81.2% |