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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 | $68,829 | $87,546-21.4% | $75,784-9.2% | $125,389-45.1% |
| Participation rate | 45.0% | 80.2%-35.2pp | 75.8%-30.8pp | 83.2%-38.2pp |
| Annual return | -0.91% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,532 | $4,230-40.1% | $3,652-30.7% | $5,352-52.7% |
| Admin fee / account holder | $3,273 | $6,503-49.7% | $5,300-38.2% | $9,541-65.7% |