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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 | $70,145 | $110,083-36.3% | $151,639-53.7% | $68,486+2.4% |
| Participation rate | 32.2% | 84.0%-51.7pp | 87.5%-55.3pp | 67.9%-35.7pp |
| Annual return | -17.72% | -10.12%-7.6pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,292 | $6,526-34.2% | $8,363-48.7% | $4,028+6.6% |
| Admin fee / account holder | $905 | $7,718-88.3% | $11,613-92.2% | $5,404-83.3% |