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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 | $125,089 | $131,835-5.1% | $108,582+15.2% | $273,972-54.3% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 8.32% | -91.57%+99.9pp | -51.70%+60.0pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,865 | $5,127+14.4% | $4,311+36.0% | $5,287+10.9% |
| Admin fee / account holder | $21,173 | $10,253+106.5% | $7,645+176.9% | $10,133+109.0% |