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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 | $36,801 | $75,935-51.5% | $60,547-39.2% | $125,388-70.7% |
| Participation rate | 37.5% | 76.5%-39.0pp | 68.0%-30.5pp | 83.2%-45.7pp |
| Annual return | -0.97% | -5.38%+4.4pp | 335.64%-336.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,700 | $4,506-62.3% | $3,328-48.9% | $5,352-68.2% |
| Admin fee / account holder | $1,055 | $6,768-84.4% | $4,536-76.7% | $9,541-88.9% |