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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 | $60,737 | $131,835-53.9% | $108,582-44.1% | $273,972-77.8% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 9.45% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,089 | $5,127-59.3% | $4,311-51.5% | $5,287-60.5% |
| Admin fee / account holder | $2,676 | $10,253-73.9% | $7,645-65.0% | $10,133-73.6% |