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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 | $51,015 | $131,835-61.3% | $108,582-53.0% | $273,972-81.4% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.6%-51.0pp | 83.0%-54.4pp |
| Annual return | 9.18% | -91.57%+100.8pp | -51.70%+60.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,050 | $5,127-21.0% | $4,311-6.1% | $5,287-23.4% |
| Admin fee / account holder | $350 | $10,253-96.6% | $7,645-95.4% | $10,133-96.5% |