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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 | $44,925 | $131,835-65.9% | $108,582-58.6% | $273,972-83.6% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.6%-32.9pp | 83.0%-36.3pp |
| Annual return | 6.95% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,153 | $5,127-38.5% | $4,311-26.9% | $5,287-40.4% |
| Admin fee / account holder | $1,282 | $10,253-87.5% | $7,645-83.2% | $10,133-87.3% |