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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 | $105,167 | $92,219+14.0% | $76,768+37.0% | $135,379-22.3% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | -5.11% | 5.46%-10.6pp | 2.43%-7.5pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,103 | $4,508+13.2% | $3,852+32.5% | $5,609-9.0% |
| Admin fee / account holder | $12,784 | $10,749+18.9% | $6,675+91.5% | $10,828+18.1% |