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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 | $40,384 | $42,396-4.7% | $67,313-40.0% | $56,287-28.3% |
| Participation rate | 30.5% | 61.0%-30.5pp | 69.1%-38.6pp | 69.9%-39.4pp |
| Annual return | -3.66% | -36.63%+33.0pp | -4.08%+0.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,481 | $2,360-37.2% | $3,568-58.5% | $3,350-55.8% |
| Admin fee / account holder | $1,980 | $510+288.6% | $4,507-56.1% | $521+280.1% |