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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 | $101,580 | $131,835-22.9% | $108,582-6.4% | $273,972-62.9% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 11.00% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,367 | $5,127+4.7% | $4,311+24.5% | $5,287+1.5% |
| Admin fee / account holder | $6,753 | $10,253-34.1% | $7,645-11.7% | $10,133-33.4% |