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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 | $35,907 | $63,953-43.9% | $54,726-34.4% | $135,379-73.5% |
| Participation rate | 44.4% | 84.9%-40.4pp | 79.1%-34.7pp | 82.6%-38.2pp |
| Annual return | -5.31% | -5.77%+0.5pp | -4.56%-0.8pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,837 | $4,810-41.0% | $3,953-28.2% | $5,609-49.4% |
| Admin fee / account holder | $3,798 | $4,567-16.9% | $3,818-0.5% | $10,828-64.9% |