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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 | $46,696 | $110,083-57.6% | $151,645-69.2% | $68,490-31.8% |
| Participation rate | 47.6% | 84.0%-36.4pp | 87.5%-39.9pp | 67.9%-20.3pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,054 | $6,526-37.9% | $8,363-51.5% | $4,028+0.6% |
| Admin fee / account holder | $7,383 | $7,718-4.3% | $11,614-36.4% | $5,403+36.6% |