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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 | $69,881 | $107,809-35.2% | $90,657-22.9% | $135,380-48.4% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -8.07% | -0.90%-7.2pp | 1.89%-10.0pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,408 | $3,872+39.7% | $3,424+57.9% | $5,609-3.6% |
| Admin fee / account holder | $314 | $5,931-94.7% | $4,994-93.7% | $10,828-97.1% |