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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 | $45,658 | $46,697-2.2% | $117,533-61.2% | $68,486-33.3% |
| Participation rate | 0.0% | 56.8%-56.8pp | 70.6%-70.6pp | 67.9%-67.9pp |
| Annual return | -15.30% | -14.52%-0.8pp | 29.77%-45.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,966 | $2,637+12.5% | $4,072-27.2% | $4,028-26.4% |
| Admin fee / account holder | $4,103 | $4,023+2.0% | $5,647-27.3% | $5,404-24.1% |