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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 | $86,909 | $87,546-0.7% | $75,784+14.7% | $125,389-30.7% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -2.76% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,636 | $4,230+9.6% | $3,652+26.9% | $5,352-13.4% |
| Admin fee / account holder | $714 | $6,503-89.0% | $5,300-86.5% | $9,541-92.5% |