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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 | $145,839 | $211,946-31.2% | $169,452-13.9% | $135,379+7.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -4.05% | 3.26%-7.3pp | 1.83%-5.9pp | 519.79%-523.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,000 | $6,075+31.7% | $5,277+51.6% | $5,609+42.6% |
| Admin fee / account holder | $2,529 | $11,472-78.0% | $9,110-72.2% | $10,828-76.6% |