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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 | $121,760 | $113,941+6.9% | $94,229+29.2% | $125,389-2.9% |
| Participation rate | 65.0% | 82.9%-17.9pp | 78.8%-13.8pp | 83.2%-18.2pp |
| Annual return | -0.74% | 5.29%-6.0pp | 10.68%-11.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,360 | $5,179+3.5% | $4,320+24.1% | $5,352+0.2% |
| Admin fee / account holder | $4,002 | $8,392-52.3% | $6,269-36.2% | $9,541-58.1% |