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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 | $47,713 | $77,816-38.7% | $123,549-61.4% | $64,181-25.7% |
| Participation rate | 63.8% | 74.7%-10.9pp | 82.3%-18.5pp | 69.6%-5.8pp |
| Annual return | -6.76% | 12.49%-19.2pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,274 | $5,240-18.4% | $6,426-33.5% | $3,470+23.2% |
| Admin fee / account holder | $1,996 | $5,519-63.8% | $9,284-78.5% | $4,887-59.2% |