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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 | $41,028 | $167,504-75.5% | $151,628-72.9% | $134,509-69.5% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -16.07% | 7.81%-23.9pp | 3.34%-19.4pp | 418.13%-434.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,488 | $8,985-27.8% | $8,363-22.4% | $6,400+1.4% |
| Admin fee / account holder | $1,284 | $13,779-90.7% | $11,613-88.9% | $11,427-88.8% |