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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 | $50,986 | $86,701-41.2% | $73,309-30.5% | $125,389-59.3% |
| Participation rate | 65.2% | 78.6%-13.4pp | 74.9%-9.7pp | 83.2%-18.0pp |
| Annual return | -3.10% | 2.78%-5.9pp | 5.67%-8.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,239 | $5,549-41.6% | $4,991-35.1% | $5,352-39.5% |
| Admin fee / account holder | $424 | $7,768-94.5% | $5,635-92.5% | $9,541-95.6% |