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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 | $101,148 | $59,834+69.0% | $79,576+27.1% | $68,495+47.7% |
| Participation rate | 40.3% | 61.1%-20.8pp | 69.5%-29.2pp | 67.9%-27.6pp |
| Annual return | -18.87% | -12.30%-6.6pp | 0.15%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,424 | $3,024+13.2% | $3,985-14.1% | $4,028-15.0% |
| Admin fee / account holder | $2,984 | $4,835-38.3% | $6,834-56.3% | $5,403-44.8% |