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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 | $49,172 | $57,350-14.3% | $83,850-41.4% | $64,181-23.4% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -5.76% | 11.38%-17.1pp | 850.92%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,679 | $2,993-10.5% | $4,082-34.4% | $3,470-22.8% |
| Admin fee / account holder | $3,006 | $4,046-25.7% | $5,478-45.1% | $4,887-38.5% |