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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 | $42,163 | $127,387-66.9% | $115,038-63.3% | $125,389-66.4% |
| Participation rate | 27.8% | 84.2%-56.4pp | 81.4%-53.6pp | 83.2%-55.4pp |
| Annual return | -2.66% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,861 | $6,423-55.5% | $6,026-52.5% | $5,352-46.5% |
| Admin fee / account holder | $1,069 | $9,516-88.8% | $8,175-86.9% | $9,541-88.8% |