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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 | $46,842 | $64,719-27.6% | $112,249-58.3% | $68,486-31.6% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -6.73% | -11.40%+4.7pp | 27.48%-34.2pp | -7.85%+1.1pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,068 | $3,565+98.2% | $4,729+49.5% | $4,028+75.5% |
| Admin fee / account holder | $2,927 | $5,232-44.1% | $6,412-54.4% | $5,404-45.8% |