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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 | $179,367 | $190,879-6.0% | $160,009+12.1% | $134,532+33.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -15.30% | 552.63%-567.9pp | 408.85%-424.1pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,761 | $6,924-45.7% | $6,183-39.2% | $6,401-41.2% |
| Admin fee / account holder | $667 | $10,495-93.6% | $8,715-92.3% | $11,429-94.2% |