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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 | $76,219 | $95,188-19.9% | $76,518-0.4% | $135,380-43.7% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -8.56% | 4.85%-13.4pp | -0.27%-8.3pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,430 | $4,640+17.0% | $3,836+41.6% | $5,609-3.2% |
| Admin fee / account holder | $2,499 | $6,249-60.0% | $4,849-48.5% | $10,828-76.9% |