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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 | $38,238 | $131,835-71.0% | $108,582-64.8% | $273,972-86.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.77% | -91.57%+97.3pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,040 | $5,127-60.2% | $4,311-52.7% | $5,287-61.4% |
| Admin fee / account holder | $1,577 | $10,253-84.6% | $7,645-79.4% | $10,133-84.4% |