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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 | $59,358 | $72,404-18.0% | $110,243-46.2% | $64,173-7.5% |
| Participation rate | 40.5% | 73.3%-32.8pp | 79.8%-39.3pp | 69.6%-29.0pp |
| Annual return | -4.71% | -6.29%+1.6pp | 314.76%-319.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,322 | $3,469-33.1% | $4,672-50.3% | $3,470-33.1% |
| Admin fee / account holder | $510 | $5,664-91.0% | $8,548-94.0% | $4,887-89.6% |