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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 | $71,738 | $113,941-37.0% | $94,229-23.9% | $125,389-42.8% |
| Participation rate | 37.5% | 82.9%-45.4pp | 78.8%-41.3pp | 83.2%-45.7pp |
| Annual return | -3.36% | 5.29%-8.6pp | 10.68%-14.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,745 | $5,179-66.3% | $4,320-59.6% | $5,352-67.4% |
| Admin fee / account holder | $311 | $8,392-96.3% | $6,269-95.0% | $9,541-96.7% |