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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 | $32,482 | $86,692-62.5% | $119,634-72.8% | $66,949-51.5% |
| Participation rate | 34.3% | 75.6%-41.3pp | 79.3%-45.0pp | 69.8%-35.5pp |
| Annual return | -15.50% | -8.00%-7.5pp | -14.98%-0.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,367 | $4,360-45.7% | $5,601-57.7% | $4,239-44.2% |
| Admin fee / account holder | $4,171 | $755+452.4% | $10,329-59.6% | $594+602.6% |