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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 | $44,992 | $63,924-29.6% | $108,582-58.6% | $55,167-18.4% |
| Participation rate | 37.3% | 74.3%-37.1pp | 79.6%-42.3pp | 69.0%-31.7pp |
| Annual return | 7.77% | 15.31%-7.5pp | -51.70%+59.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,616 | $3,067-47.3% | $4,311-62.5% | $3,054-47.1% |
| Admin fee / account holder | $1,164 | $618+88.4% | $7,645-84.8% | $504+131.0% |