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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 | $52,290 | $97,881-46.6% | $80,004-34.6% | $125,389-58.3% |
| Participation rate | 44.4% | 77.9%-33.4pp | 73.0%-28.6pp | 83.2%-38.7pp |
| Annual return | -2.81% | 9.36%-12.2pp | 7.63%-10.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,897 | $3,744-49.3% | $3,204-40.8% | $5,352-64.5% |
| Admin fee / account holder | $1,233 | $6,278-80.4% | $5,033-75.5% | $9,541-87.1% |