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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 | $52,310 | $131,835-60.3% | $108,582-51.8% | $273,972-80.9% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 10.19% | -91.57%+101.8pp | -51.70%+61.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,012 | $5,127-60.8% | $4,311-53.3% | $5,287-61.9% |
| Admin fee / account holder | $4,031 | $10,253-60.7% | $7,645-47.3% | $10,133-60.2% |