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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 | $74,066 | $77,816-4.8% | $123,549-40.1% | $64,181+15.4% |
| Participation rate | 46.7% | 74.7%-28.0pp | 82.3%-35.6pp | 69.6%-22.9pp |
| Annual return | -0.89% | 12.49%-13.4pp | 119.20%-120.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,674 | $5,240-29.9% | $6,426-42.8% | $3,470+5.9% |
| Admin fee / account holder | $1,493 | $5,519-72.9% | $9,284-83.9% | $4,887-69.5% |