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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 | $91,224 | $127,387-28.4% | $115,038-20.7% | $125,389-27.2% |
| Participation rate | 64.3% | 84.2%-19.9pp | 81.4%-17.1pp | 83.2%-18.9pp |
| Annual return | -2.35% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,723 | $6,423-26.5% | $6,026-21.6% | $5,352-11.7% |
| Admin fee / account holder | $341 | $9,516-96.4% | $8,175-95.8% | $9,541-96.4% |