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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 | $76,445 | $71,873+6.4% | $86,698-11.8% | $68,490+11.6% |
| Participation rate | 37.4% | 72.2%-34.9pp | 76.6%-39.2pp | 67.9%-30.5pp |
| Annual return | -15.80% | 3.54%-19.3pp | 35.96%-51.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,402 | $3,779-36.4% | $4,656-48.4% | $4,028-40.4% |
| Admin fee / account holder | $1,089 | $6,110-82.2% | $7,492-85.5% | $5,403-79.8% |