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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 | $72,010 | $77,817-7.5% | $123,553-41.7% | $64,173+12.2% |
| Participation rate | 59.4% | 74.7%-15.3pp | 82.3%-22.9pp | 69.6%-10.1pp |
| Annual return | -7.99% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,009 | $5,240-23.5% | $6,426-37.6% | $3,470+15.6% |
| Admin fee / account holder | $341 | $5,519-93.8% | $9,284-96.3% | $4,887-93.0% |