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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 | $57,573 | $142,392-59.6% | $119,622-51.9% | $134,532-57.2% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -16.66% | -12.46%-4.2pp | -14.98%-1.7pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,343 | $6,467-32.8% | $5,601-22.5% | $6,401-32.1% |
| Admin fee / account holder | $14,643 | $13,593+7.7% | $10,328+41.8% | $11,429+28.1% |