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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 | $132,224 | $154,193-14.2% | $130,045+1.7% | $139,466-5.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 10.47% | 32.51%-22.0pp | -137.30%+147.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,757 | $6,709+15.6% | $5,820+33.3% | $6,712+15.6% |
| Admin fee / account holder | $3,759 | $13,989-73.1% | $10,600-64.5% | $11,409-67.1% |