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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 | $61,473 | $167,353-63.3% | $143,797-57.3% | $134,545-54.3% |
| Participation rate | 43.8% | 84.8%-41.1pp | 80.3%-36.6pp | 81.2%-37.5pp |
| Annual return | -0.73% | 0.48%-1.2pp | -0.04%-0.7pp | 418.37%-419.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,860 | $6,447-40.1% | $5,638-31.5% | $6,401-39.7% |
| Admin fee / account holder | $4,849 | $18,096-73.2% | $14,679-67.0% | $11,431-57.6% |