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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 | $42,650 | $92,219-53.8% | $76,767-44.4% | $135,380-68.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -7.92% | 5.46%-13.4pp | 2.43%-10.3pp | 519.81%-527.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,922 | $4,508-57.4% | $3,852-50.1% | $5,609-65.7% |
| Admin fee / account holder | $1,591 | $10,749-85.2% | $6,675-76.2% | $10,828-85.3% |