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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 | $33,440 | $50,947-34.4% | $74,551-55.1% | $64,173-47.9% |
| Participation rate | 48.6% | 61.1%-12.4pp | 69.1%-20.5pp | 69.6%-20.9pp |
| Annual return | -4.78% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,122 | $2,302+35.6% | $3,108+0.4% | $3,470-10.0% |
| Admin fee / account holder | $1,711 | $4,221-59.5% | $5,059-66.2% | $4,887-65.0% |