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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 | $58,687 | $125,797-53.3% | $170,028-65.5% | $75,181-21.9% |
| Participation rate | 43.5% | 83.6%-40.1pp | 87.0%-43.5pp | 67.2%-23.7pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.39%-53.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,152 | $6,838+4.6% | $10,409-31.3% | $4,126+73.4% |
| Admin fee / account holder | $8,498 | $8,177+3.9% | $12,820-33.7% | $5,650+50.4% |